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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 | $57,315 | $123,155-53.5% | $108,753-47.3% | $155,188-63.1% |
| Participation rate | 29.4% | 75.6%-46.2pp | 71.1%-41.7pp | 80.8%-51.4pp |
| Annual return | 15.75% | 44.73%-29.0pp | 37.47%-21.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,218 | $4,623-52.0% | $4,115-46.1% | $6,531-66.0% |
| Admin fee / account holder | $897 | $12,126-92.6% | $10,320-91.3% | $14,480-93.8% |