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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 | $41,275 | $106,524-61.3% | $152,301-72.9% | $87,485-52.8% |
| Participation rate | 16.2% | 75.8%-59.5pp | 82.4%-66.2pp | 68.9%-52.7pp |
| Annual return | 19.48% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,882 | $6,525-40.5% | $8,004-51.5% | $4,274-9.2% |
| Admin fee / account holder | $931 | $8,287-88.8% | $14,398-93.5% | $7,775-88.0% |