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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 | $48,277 | $67,602-28.6% | $82,312-41.3% | $70,126-31.2% |
| Participation rate | 18.5% | 72.8%-54.3pp | 76.9%-58.4pp | 69.5%-51.0pp |
| Annual return | 14.72% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,656 | $2,987-44.6% | $3,706-55.3% | $3,332-50.3% |
| Admin fee / account holder | $11,640 | $4,512+158.0% | $5,608+107.6% | $4,645+150.6% |