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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 | $41,971 | $64,010-34.4% | $108,359-61.3% | $64,340-34.8% |
| Participation rate | 22.4% | 49.4%-27.0pp | 70.1%-47.7pp | 55.2%-32.8pp |
| Annual return | 14.35% | 19.74%-5.4pp | 36.89%-22.5pp | 24.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,222 | $2,395-49.0% | $4,137-70.5% | $2,980-59.0% |
| Admin fee / account holder | $3,797 | $4,885-22.3% | $9,741-61.0% | $3,703+2.6% |