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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 | $34,151 | $82,879-58.8% | $96,576-64.6% | $67,986-49.8% |
| Participation rate | 29.9% | 75.2%-45.3pp | 81.4%-51.5pp | 57.2%-27.3pp |
| Annual return | 37.90% | 36.90%+1.0pp | 38.47%-0.6pp | 31.67%+6.2pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,794 | $6,976-59.9% | $7,956-64.9% | $3,358-16.8% |
| Admin fee / account holder | $1,929 | $2,783-30.7% | $11,381-83.1% | $3,203-39.8% |