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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 | $49,572 | $112,729-56.0% | $98,716-49.8% | $137,256-63.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 17.23% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,783 | $4,640-61.6% | $4,048-56.0% | $6,407-72.2% |
| Admin fee / account holder | $3,984 | $10,129-60.7% | $8,703-54.2% | $12,270-67.5% |