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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 | $34,495 | $63,365-45.6% | $91,994-62.5% | $72,975-52.7% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 26.01% | 35.35%-9.3pp | 69.04%-43.0pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,390 | $4,883+30.9% | $5,924+7.9% | $3,608+77.1% |
| Admin fee / account holder | $4,102 | $4,670-12.2% | $7,744-47.0% | $5,124-19.9% |