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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 | $39,759 | $95,404-58.3% | $113,397-64.9% | $82,637-51.9% |
| Participation rate | 41.7% | 72.8%-31.2pp | 76.5%-34.8pp | 68.1%-26.4pp |
| Annual return | 15.92% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,865 | $4,220-32.1% | $5,076-43.6% | $4,126-30.6% |
| Admin fee / account holder | $3,034 | $9,168-66.9% | $11,957-74.6% | $7,339-58.7% |