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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 | $35,050 | $106,864-67.2% | $147,318-76.2% | $82,637-57.6% |
| Participation rate | 43.1% | 75.5%-32.4pp | 82.1%-38.9pp | 68.1%-24.9pp |
| Annual return | 19.76% | 27.49%-7.7pp | 70.43%-50.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,254 | $6,496-19.1% | $7,906-33.5% | $4,126+27.3% |
| Admin fee / account holder | $4,714 | $8,415-44.0% | $13,708-65.6% | $7,339-35.8% |