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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 | $37,086 | $98,766-62.5% | $149,730-75.2% | $79,852-53.6% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.5%-30.1pp | 69.6%-17.3pp |
| Annual return | 31.31% | 27.43%+3.9pp | 276.70%-245.4pp | 31.72%-0.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,590 | $5,681-1.6% | $6,843-18.3% | $3,740+49.5% |
| Admin fee / account holder | $2,757 | $6,052-54.4% | $9,310-70.4% | $5,306-48.0% |