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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 | $32,626 | $69,590-53.1% | $136,867-76.2% | $94,015-65.3% |
| Participation rate | 46.5% | 66.3%-19.8pp | 74.5%-28.0pp | 70.8%-24.3pp |
| Annual return | 20.53% | 19.62%+0.9pp | 42.97%-22.4pp | 17.84%+2.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,768 | $3,437-19.4% | $4,924-43.8% | $4,249-34.9% |
| Admin fee / account holder | $3,185 | $8,912-64.3% | $10,340-69.2% | $8,951-64.4% |