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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 | $42,930 | $99,345-56.8% | $84,753-49.3% | $273,972-84.3% |
| Participation rate | 27.8% | 80.7%-52.9pp | 76.6%-48.8pp | 83.0%-55.2pp |
| Annual return | 4.57% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,604 | $4,270-62.4% | $3,712-56.8% | $5,287-69.7% |
| Admin fee / account holder | $849 | $6,645-87.2% | $5,333-84.1% | $10,133-91.6% |