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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 | $58,537 | $99,345-41.1% | $84,753-30.9% | $273,972-78.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.98% | 22.93%-13.0pp | 22.78%-12.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,252 | $4,270-23.8% | $3,712-12.4% | $5,287-38.5% |
| Admin fee / account holder | $606 | $6,645-90.9% | $5,333-88.6% | $10,133-94.0% |