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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 | $106,524-58.9% | $152,301-71.2% | $87,485-49.9% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.4%-26.2pp | 68.9%-12.7pp |
| Annual return | 17.65% | 26.89%-9.2pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,908 | $6,525-9.5% | $8,004-26.2% | $4,274+38.2% |
| Admin fee / account holder | $1,148 | $8,287-86.1% | $14,398-92.0% | $7,775-85.2% |