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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 | $27,092 | $106,749-74.6% | $145,433-81.4% | $82,448-67.1% |
| Participation rate | 41.0% | 75.6%-34.6pp | 82.1%-41.1pp | 68.1%-27.0pp |
| Annual return | 44.05% | 27.59%+16.5pp | 66.58%-22.5pp | 41.64%+2.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,891 | $6,519-25.0% | $7,897-38.1% | $4,139+18.2% |
| Admin fee / account holder | $4,260 | $8,390-49.2% | $13,129-67.6% | $7,234-41.1% |