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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 | $36,612 | $56,054-34.7% | $171,082-78.6% | $62,881-41.8% |
| Participation rate | 34.3% | 62.9%-28.6pp | 76.7%-42.4pp | 69.3%-35.0pp |
| Annual return | 35.02% | 22.52%+12.5pp | 32.56%+2.5pp | 20.14%+14.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,191 | $3,158-62.3% | $4,797-75.2% | $3,203-62.8% |
| Admin fee / account holder | $2,083 | $3,647-42.9% | $8,520-75.5% | $4,296-51.5% |