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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 | $43,079 | $59,804-28.0% | $81,982-47.5% | $79,856-46.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 15.66% | 17.56%-1.9pp | 41.31%-25.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,302 | $2,695-51.7% | $3,722-65.0% | $3,741-65.2% |
| Admin fee / account holder | $810 | $4,288-81.1% | $5,665-85.7% | $5,306-84.7% |