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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 | $32,122 | $106,524-69.8% | $152,301-78.9% | $87,485-63.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 31.10% | 26.89%+4.2pp | 80.50%-49.4pp | 26.06%+5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,949 | $6,525-39.5% | $8,004-50.7% | $4,274-7.6% |
| Admin fee / account holder | $542 | $8,287-93.5% | $14,398-96.2% | $7,775-93.0% |