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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 | $47,916 | $35,183+36.2% | $73,550-34.9% | $70,126-31.7% |
| Participation rate | 17.9% | 42.9%-25.0pp | 54.9%-37.0pp | 69.5%-51.6pp |
| Annual return | 17.82% | 26.90%-9.1pp | -15.16%+33.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $760 | $1,220-37.7% | $1,804-57.9% | $3,332-77.2% |
| Admin fee / account holder | $10,655 | $2,302+362.8% | $2,320+359.3% | $4,645+129.4% |