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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 | $83,002-58.9% | $98,090-65.2% | $64,097-46.7% |
| Participation rate | 29.9% | 75.0%-45.1pp | 81.5%-51.6pp | 55.2%-25.3pp |
| Annual return | 37.90% | 38.51%-0.6pp | 37.05%+0.8pp | 34.64%+3.3pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,794 | $6,787-58.8% | $7,845-64.4% | $3,080-9.3% |
| Admin fee / account holder | $1,929 | $3,015-36.0% | $11,815-83.7% | $3,454-44.2% |