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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 | $50,202 | $96,956-48.2% | $69,779-28.1% | $273,972-81.7% |
| Participation rate | 46.2% | 77.1%-30.9pp | 71.8%-25.7pp | 83.0%-36.9pp |
| Annual return | 3.18% | 12.93%-9.8pp | 12.99%-9.8pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,706 | $3,744-54.4% | $2,931-41.8% | $5,287-67.7% |
| Admin fee / account holder | $1,480 | $7,934-81.4% | $4,381-66.2% | $10,133-85.4% |