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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 | $50,086 | $77,574-35.4% | $108,753-53.9% | $86,983-42.4% |
| Participation rate | 41.9% | 62.3%-20.4pp | 71.1%-29.2pp | 69.5%-27.7pp |
| Annual return | 14.16% | 18.42%-4.3pp | 37.47%-23.3pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,422 | $3,128-54.5% | $4,115-65.4% | $4,194-66.1% |
| Admin fee / account holder | $989 | $6,529-84.8% | $10,320-90.4% | $7,856-87.4% |