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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 | $39,924 | $99,345-59.8% | $84,753-52.9% | $273,972-85.4% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 2.19% | 22.93%-20.7pp | 22.78%-20.6pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,726 | $4,270-59.6% | $3,712-53.5% | $5,287-67.4% |
| Admin fee / account holder | $680 | $6,645-89.8% | $5,333-87.2% | $10,133-93.3% |