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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 | $34,609 | $58,577-40.9% | $83,323-58.5% | $64,181-46.1% |
| Participation rate | 46.0% | 72.0%-26.0pp | 77.8%-31.7pp | 69.6%-23.5pp |
| Annual return | 4.78% | 9.65%-4.9pp | 10.63%-5.9pp | 7.63%-2.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,997 | $4,654-14.1% | $5,565-28.2% | $3,470+15.2% |
| Admin fee / account holder | $1,493 | $9,275-83.9% | $7,539-80.2% | $4,887-69.4% |