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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 | $47,258 | $101,798-53.6% | $165,071-71.4% | $80,935-41.6% |
| Participation rate | 31.0% | 71.8%-40.8pp | 78.6%-47.6pp | 67.7%-36.6pp |
| Annual return | 21.54% | 16.73%+4.8pp | 70.17%-48.6pp | 35.66%-14.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,097 | $4,476-30.8% | $6,035-48.7% | $4,299-28.0% |
| Admin fee / account holder | $3,838 | $8,221-53.3% | $12,695-69.8% | $6,924-44.6% |