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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 | $43,280 | $59,440-27.2% | $78,004-44.5% | $82,637-47.6% |
| Participation rate | 48.0% | 62.8%-14.8pp | 69.4%-21.4pp | 68.1%-20.1pp |
| Annual return | 16.60% | 40.24%-23.6pp | 31.07%-14.5pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,389 | $3,138-23.9% | $4,092-41.6% | $4,126-42.1% |
| Admin fee / account holder | $4,862 | $5,504-11.7% | $7,578-35.8% | $7,339-33.8% |