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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 | $48,891 | $81,331-39.9% | $155,534-68.6% | $80,935-39.6% |
| Participation rate | 32.7% | 66.3%-33.6pp | 78.2%-45.5pp | 67.7%-35.0pp |
| Annual return | 12.43% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,074 | $3,454-68.9% | $5,630-80.9% | $4,299-75.0% |
| Admin fee / account holder | $6,629 | $7,999-17.1% | $15,900-58.3% | $6,924-4.3% |