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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 | $74,538-54.2% | $92,805-63.2% | $65,306-47.7% |
| Participation rate | 29.9% | 76.3%-46.4pp | 83.5%-53.6pp | 57.7%-27.8pp |
| Annual return | 37.90% | 49.12%-11.2pp | 31.59%+6.3pp | 21.94%+16.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,424-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,794 | $5,971-53.2% | $8,448-66.9% | $2,959-5.6% |
| Admin fee / account holder | $1,929 | $2,966-35.0% | $10,911-82.3% | $3,480-44.6% |