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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 | $43,801 | $81,504-46.3% | $102,437-57.2% | $80,959-45.9% |
| Participation rate | 18.5% | 66.9%-48.3pp | 74.5%-56.0pp | 67.7%-49.1pp |
| Annual return | 13.90% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,722 | $3,871-55.5% | $5,060-66.0% | $4,300-60.0% |
| Admin fee / account holder | $332 | $6,719-95.1% | $8,388-96.0% | $6,925-95.2% |