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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 | $45,298 | $78,015-41.9% | $178,505-74.6% | $80,959-44.0% |
| Participation rate | 47.1% | 65.7%-18.6pp | 77.1%-30.1pp | 67.7%-20.6pp |
| Annual return | 13.33% | 18.10%-4.8pp | 27.16%-13.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,077 | $4,406-52.9% | $6,280-66.9% | $4,300-51.7% |
| Admin fee / account holder | $5,454 | $7,160-23.8% | $10,428-47.7% | $6,925-21.2% |