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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 | $47,648 | $57,541-17.2% | $95,728-50.2% | $75,181-36.6% |
| Participation rate | 32.7% | 62.5%-29.8pp | 72.3%-39.5pp | 67.2%-34.5pp |
| Annual return | 15.63% | 34.93%-19.3pp | 28.40%-12.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,256 | $3,074-59.1% | $4,245-70.4% | $4,126-69.6% |
| Admin fee / account holder | $1,468 | $4,099-64.2% | $5,673-74.1% | $5,650-74.0% |