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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 | $63,640 | $83,485-23.8% | $125,195-49.2% | $72,976-12.8% |
| Participation rate | 48.7% | 73.3%-24.6pp | 79.8%-31.1pp | 69.5%-20.8pp |
| Annual return | 23.56% | 25.77%-2.2pp | 43.79%-20.2pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,826 | $3,586-49.1% | $4,937-63.0% | $3,608-49.4% |
| Admin fee / account holder | $472 | $5,518-91.4% | $9,704-95.1% | $5,124-90.8% |