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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 | $45,013 | $81,358-44.7% | $155,556-71.1% | $80,959-44.4% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 16.61% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,784 | $3,455+9.5% | $5,631-32.8% | $4,300-12.0% |
| Admin fee / account holder | $577 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |