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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 | $34,216 | $96,558-64.6% | $80,977-57.7% | $273,972-87.5% |
| Participation rate | 30.0% | 79.1%-49.1pp | 75.8%-45.8pp | 83.0%-53.0pp |
| Annual return | 11.38% | 15.14%-3.8pp | 17.11%-5.7pp | 41.46%-30.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,093 | $6,598-68.3% | $5,696-63.3% | $5,287-60.4% |
| Admin fee / account holder | $485 | $7,493-93.5% | $5,517-91.2% | $10,133-95.2% |