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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 | $31,396 | $83,485-62.4% | $125,195-74.9% | $72,976-57.0% |
| Participation rate | 63.2% | 73.3%-10.1pp | 79.8%-16.5pp | 69.5%-6.3pp |
| Annual return | 26.53% | 25.77%+0.8pp | 43.79%-17.3pp | 81.02%-54.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,055 | $3,586-14.8% | $4,937-38.1% | $3,608-15.3% |
| Admin fee / account holder | $1,340 | $5,518-75.7% | $9,704-86.2% | $5,124-73.8% |