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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 | $56,487 | $63,764-11.4% | $81,926-31.1% | $79,858-29.3% |
| Participation rate | 41.2% | 67.5%-26.3pp | 72.0%-30.8pp | 69.6%-28.5pp |
| Annual return | 17.89% | 22.66%-4.8pp | 29.49%-11.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,826 | $2,780-34.3% | $7,108-74.3% | $3,740-51.2% |
| Admin fee / account holder | $350 | $4,426-92.1% | $5,159-93.2% | $5,306-93.4% |