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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 | $37,710 | $81,476-53.7% | $102,383-63.2% | $80,925-53.4% |
| Participation rate | 45.0% | 66.8%-21.8pp | 74.5%-29.5pp | 67.7%-22.7pp |
| Annual return | 13.05% | 25.59%-12.5pp | 24.94%-11.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,318 | $3,871+63.2% | $5,060+24.9% | $4,299+47.0% |
| Admin fee / account holder | $2,775 | $6,717-58.7% | $8,391-66.9% | $6,940-60.0% |