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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 | $34,144 | $77,814-56.1% | $158,223-78.4% | $86,983-60.7% |
| Participation rate | 65.4% | 68.4%-3.0pp | 79.2%-13.8pp | 69.5%-4.2pp |
| Annual return | 13.39% | 30.54%-17.2pp | 52.09%-38.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,304 | $3,270+1.1% | $5,467-39.6% | $4,194-21.2% |
| Admin fee / account holder | $638 | $5,879-89.1% | $16,047-96.0% | $7,856-91.9% |