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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 | $29,500 | $99,345-70.3% | $84,753-65.2% | $273,972-89.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.79% | 22.93%-11.1pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,818 | $4,270-10.6% | $3,712+2.8% | $5,287-27.8% |
| Admin fee / account holder | $1,479 | $6,645-77.7% | $5,333-72.3% | $10,133-85.4% |