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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 | $46,127 | $86,050-46.4% | $189,758-75.7% | $94,015-50.9% |
| Participation rate | 23.1% | 68.9%-45.8pp | 79.8%-56.7pp | 70.8%-47.7pp |
| Annual return | 19.48% | 17.77%+1.7pp | 52.62%-33.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,346 | $3,349-0.1% | $5,856-42.9% | $4,249-21.3% |
| Admin fee / account holder | $654 | $6,627-90.1% | $20,388-96.8% | $8,951-92.7% |