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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 | $38,740 | $106,864-63.7% | $147,318-73.7% | $82,637-53.1% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 20.55% | 27.49%-6.9pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,928 | $6,496-24.1% | $7,906-37.7% | $4,126+19.4% |
| Admin fee / account holder | $2,894 | $8,415-65.6% | $13,708-78.9% | $7,339-60.6% |