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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 | $31,627 | $215,361-85.3% | $171,082-81.5% | $273,972-88.5% |
| Participation rate | 18.2% | 82.0%-63.8pp | 76.7%-58.5pp | 83.0%-64.8pp |
| Annual return | 35.97% | 25.14%+10.8pp | 32.56%+3.4pp | 41.46%-5.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $977 | $5,543-82.4% | $4,797-79.6% | $5,287-81.5% |
| Admin fee / account holder | $1,334 | $10,846-87.7% | $8,520-84.3% | $10,133-86.8% |