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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 | $55,932-23.0% | $76,735-43.9% | $67,986-36.7% |
| Participation rate | 25.9% | 50.8%-24.9pp | 69.5%-43.6pp | 57.2%-31.4pp |
| Annual return | 21.68% | 23.10%-1.4pp | 29.77%-8.1pp | 31.67%-10.0pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,028 | $2,558-59.8% | $4,088-74.9% | $3,358-69.4% |
| Admin fee / account holder | $1,433 | $4,907-70.8% | $7,189-80.1% | $3,203-55.3% |