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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 | $23,695 | $52,911-55.2% | $73,309-67.7% | $59,633-60.3% |
| Participation rate | 48.9% | 68.2%-19.3pp | 74.9%-26.0pp | 68.7%-19.8pp |
| Annual return | 7.81% | 12.20%-4.4pp | 5.67%+2.1pp | 2041.40%-2033.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,774 | $4,069+17.3% | $4,991-4.4% | $3,192+49.6% |
| Admin fee / account holder | $1,769 | $3,835-53.9% | $5,635-68.6% | $4,297-58.8% |