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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 | $46,339 | $81,331-43.0% | $155,534-70.2% | $80,935-42.7% |
| Participation rate | 26.7% | 66.3%-39.6pp | 78.2%-51.6pp | 67.7%-41.0pp |
| Annual return | 12.90% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,792 | $3,454-48.1% | $5,630-68.2% | $4,299-58.3% |
| Admin fee / account holder | $418 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |