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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 | $43,813 | $106,749-59.0% | $145,433-69.9% | $82,448-46.9% |
| Participation rate | 56.3% | 75.6%-19.4pp | 82.1%-25.9pp | 68.1%-11.8pp |
| Annual return | 17.65% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,908 | $6,519-9.4% | $7,897-25.2% | $4,139+42.7% |
| Admin fee / account holder | $1,148 | $8,390-86.3% | $13,129-91.3% | $7,234-84.1% |