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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 | $47,003 | $97,550-51.8% | $120,344-60.9% | $87,485-46.3% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.7%-22.2pp | 68.9%-14.4pp |
| Annual return | 11.96% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,955 | $4,230-53.8% | $5,135-61.9% | $4,274-54.2% |
| Admin fee / account holder | $598 | $9,543-93.7% | $12,742-95.3% | $7,775-92.3% |