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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 | $54,944 | $81,504-32.6% | $102,437-46.4% | $80,959-32.1% |
| Participation rate | 31.7% | 66.9%-35.1pp | 74.5%-42.8pp | 67.7%-36.0pp |
| Annual return | 12.51% | 25.60%-13.1pp | 24.95%-12.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,702 | $3,871-56.0% | $5,060-66.4% | $4,300-60.4% |
| Admin fee / account holder | $485 | $6,719-92.8% | $8,388-94.2% | $6,925-93.0% |