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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 | $36,978 | $63,433-41.7% | $63,803-42.0% | $64,097-42.3% |
| Participation rate | 32.1% | 65.0%-33.0pp | 72.7%-40.6pp | 55.2%-23.1pp |
| Annual return | 14.48% | 20.74%-6.3pp | 543.72%-529.2pp | 34.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,863 | $3,119-40.2% | $3,843-51.5% | $3,080-39.5% |
| Admin fee / account holder | $5,101 | $1,489+242.5% | $5,196-1.8% | $3,454+47.7% |