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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 | $32,653 | $90,486-63.9% | $78,676-58.5% | $273,972-88.1% |
| Participation rate | 36.4% | 76.5%-40.2pp | 73.6%-37.2pp | 83.0%-46.7pp |
| Annual return | 6.33% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,124 | $3,901-71.2% | $3,517-68.0% | $5,287-78.7% |
| Admin fee / account holder | $419 | $5,263-92.0% | $4,510-90.7% | $10,133-95.9% |