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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 | $39,387 | $99,345-60.4% | $84,753-53.5% | $273,972-85.6% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.90% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,617 | $4,270-62.1% | $3,712-56.4% | $5,287-69.4% |
| Admin fee / account holder | $1,381 | $6,645-79.2% | $5,333-74.1% | $10,133-86.4% |