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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 | $47,204 | $57,828-18.4% | $117,039-59.7% | $70,124-32.7% |
| Participation rate | 26.8% | 67.1%-40.3pp | 77.2%-50.4pp | 69.5%-42.8pp |
| Annual return | 15.91% | 17.55%-1.6pp | 18.95%-3.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,207 | $2,438-50.5% | $3,929-69.3% | $3,332-63.8% |
| Admin fee / account holder | $2,827 | $3,548-20.3% | $5,974-52.7% | $4,645-39.2% |