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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 | $44,990 | $37,446+20.1% | $77,552-42.0% | $79,856-43.7% |
| Participation rate | 27.7% | 41.5%-13.8pp | 54.2%-26.5pp | 69.6%-41.9pp |
| Annual return | 24.90% | 39.76%-14.9pp | 54.82%-29.9pp | 31.71%-6.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $516 | $1,261-59.1% | $1,861-72.3% | $3,741-86.2% |
| Admin fee / account holder | $1,802 | $2,506-28.1% | $2,859-37.0% | $5,306-66.0% |