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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 | $35,233 | $96,558-63.5% | $80,977-56.5% | $273,972-87.1% |
| Participation rate | 68.8% | 79.1%-10.3pp | 75.8%-7.1pp | 83.0%-14.3pp |
| Annual return | 7.26% | 15.14%-7.9pp | 17.11%-9.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,206 | $6,598-51.4% | $5,696-43.7% | $5,287-39.4% |
| Admin fee / account holder | $755 | $7,493-89.9% | $5,517-86.3% | $10,133-92.5% |