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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 | $43,043 | $52,682-18.3% | $78,004-44.8% | $64,097-32.8% |
| Participation rate | 25.9% | 47.7%-21.9pp | 69.4%-43.6pp | 55.2%-29.3pp |
| Annual return | 21.68% | 22.45%-0.8pp | 31.07%-9.4pp | 34.64%-13.0pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,028 | $2,346-56.2% | $4,092-74.9% | $3,080-66.6% |
| Admin fee / account holder | $1,433 | $5,420-73.6% | $7,578-81.1% | $3,454-58.5% |