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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,017 | $53,128-37.9% | $86,582-61.9% | $70,126-52.9% |
| Participation rate | 31.3% | 65.3%-34.1pp | 73.5%-42.3pp | 69.5%-38.3pp |
| Annual return | 19.64% | 27.66%-8.0pp | 965.08%-945.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,639 | $2,695-2.1% | $3,609-26.9% | $3,332-20.8% |
| Admin fee / account holder | $3,312 | $3,584-7.6% | $4,904-32.5% | $4,645-28.7% |