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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 | $38,334 | $73,839-48.1% | $143,788-73.3% | $68,495-44.0% |
| Participation rate | 52.1% | 66.7%-14.6pp | 80.3%-28.2pp | 67.9%-15.8pp |
| Annual return | 17.28% | 1.01%+16.3pp | -0.03%+17.3pp | -7.84%+25.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,868 | $3,384+132.5% | $5,638+39.5% | $4,028+95.3% |
| Admin fee / account holder | $960 | $5,755-83.3% | $14,675-93.5% | $5,403-82.2% |