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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 | $44,543 | $36,948+20.6% | $73,658-39.5% | $87,485-49.1% |
| Participation rate | 30.2% | 46.8%-16.6pp | 57.0%-26.8pp | 68.9%-38.7pp |
| Annual return | 15.74% | 28.64%-12.9pp | 29.72%-14.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $667 | $1,379-51.6% | $2,062-67.7% | $4,274-84.4% |
| Admin fee / account holder | $446 | $2,531-82.4% | $3,357-86.7% | $7,775-94.3% |