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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 | $34,034 | $59,535-42.8% | $90,161-62.3% | $62,293-45.4% |
| Participation rate | 43.0% | 73.0%-30.1pp | 76.9%-33.9pp | 69.5%-26.5pp |
| Annual return | 27.07% | 23.53%+3.5pp | 34.89%-7.8pp | 28.90%-1.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,953 | $4,639-14.8% | $5,287-25.2% | $3,169+24.7% |
| Admin fee / account holder | $2,033 | $337+503.8% | $5,943-65.8% | $479+324.1% |