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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 | $47,466 | $77,962-39.1% | $178,540-73.4% | $80,935-41.4% |
| Participation rate | 51.7% | 65.7%-13.9pp | 77.1%-25.4pp | 67.7%-15.9pp |
| Annual return | 11.67% | 18.10%-6.4pp | 27.15%-15.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,713 | $4,404-15.7% | $6,281-40.9% | $4,299-13.6% |
| Admin fee / account holder | $1,978 | $7,156-72.4% | $10,424-81.0% | $6,924-71.4% |