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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 | $47,190 | $50,554-6.7% | $67,681-30.3% | $87,485-46.1% |
| Participation rate | 37.8% | 67.7%-29.9pp | 73.7%-36.0pp | 68.9%-31.2pp |
| Annual return | 19.03% | 17.81%+1.2pp | 590.58%-571.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,693 | $2,961-42.8% | $3,976-57.4% | $4,274-60.4% |
| Admin fee / account holder | $343 | $4,132-91.7% | $6,100-94.4% | $7,775-95.6% |