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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 | $28,405 | $54,541-47.9% | $78,778-63.9% | $70,131-59.5% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.2pp |
| Annual return | 22.69% | 21.07%+1.6pp | 35.62%-12.9pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,755 | $2,210+69.9% | $2,958+26.9% | $3,332+12.7% |
| Admin fee / account holder | $484 | $3,709-86.9% | $5,134-90.6% | $4,645-89.6% |