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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 | $59,468 | $132,310-55.1% | $105,754-43.8% | $273,972-78.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 78.9%-45.6pp | 83.0%-49.7pp |
| Annual return | 6.90% | 10.08%-3.2pp | 12.25%-5.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,501 | $6,233-43.8% | $5,326-34.3% | $5,287-33.8% |
| Admin fee / account holder | $3,300 | $12,036-72.6% | $8,309-60.3% | $10,133-67.4% |