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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 | $34,239 | $58,493-41.5% | $84,023-59.3% | $72,976-53.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 24.80% | 28.93%-4.1pp | 71.32%-46.5pp | 81.02%-56.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,091 | $2,394+29.1% | $3,239-4.6% | $3,608-14.3% |
| Admin fee / account holder | $7,749 | $4,569+69.6% | $6,102+27.0% | $5,124+51.2% |