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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 | $55,463 | $99,345-44.2% | $84,753-34.6% | $273,972-79.8% |
| Participation rate | 41.2% | 80.7%-39.5pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 7.97% | 22.93%-15.0pp | 22.78%-14.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,747 | $4,270-35.7% | $3,712-26.0% | $5,287-48.0% |
| Admin fee / account holder | $1,168 | $6,645-82.4% | $5,333-78.1% | $10,133-88.5% |