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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 | $51,642 | $51,466+0.3% | $78,778-34.4% | $62,293-17.1% |
| Participation rate | 43.7% | 59.8%-16.1pp | 69.2%-25.5pp | 69.5%-25.9pp |
| Annual return | 15.97% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,895 | $2,147-11.8% | $2,958-36.0% | $3,169-40.2% |
| Admin fee / account holder | $2,872 | $489+487.0% | $5,134-44.1% | $479+499.2% |