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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 | $43,348 | $73,787-41.3% | $98,716-56.1% | $82,448-47.4% |
| Participation rate | 18.0% | 61.4%-43.4pp | 69.3%-51.3pp | 68.1%-50.1pp |
| Annual return | 13.55% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,808 | $3,081-41.3% | $4,048-55.3% | $4,139-56.3% |
| Admin fee / account holder | $4,426 | $6,500-31.9% | $8,703-49.1% | $7,234-38.8% |