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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 | $31,451 | $51,207-38.6% | $70,565-55.4% | $71,529-56.0% |
| Participation rate | 48.4% | 59.4%-11.0pp | 68.4%-20.0pp | 67.9%-19.6pp |
| Annual return | 19.93% | 42.71%-22.8pp | 32.79%-12.9pp | 28.97%-9.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,159 | $3,033+37.1% | $4,568-9.0% | $4,291-3.1% |
| Admin fee / account holder | $1,447 | $2,002-27.7% | $6,430-77.5% | $1,588-8.9% |