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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 | $48,216 | $86,701-44.4% | $73,309-34.2% | $125,389-61.5% |
| Participation rate | 43.5% | 78.6%-35.1pp | 74.9%-31.4pp | 83.2%-39.7pp |
| Annual return | 1.43% | 2.78%-1.3pp | 5.67%-4.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,077 | $5,549-8.5% | $4,991+1.7% | $5,352-5.1% |
| Admin fee / account holder | $9,693 | $7,768+24.8% | $5,635+72.0% | $9,541+1.6% |