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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 | $35,563 | $105,623-66.3% | $87,502-59.4% | $273,972-87.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 6.51% | 12.26%-5.7pp | 12.21%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,008 | $3,601-16.5% | $3,149-4.5% | $5,287-43.1% |
| Admin fee / account holder | $3,886 | $4,781-18.7% | $4,221-7.9% | $10,133-61.6% |