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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 | $30,579 | $54,541-43.9% | $78,778-61.2% | $70,126-56.4% |
| Participation rate | 50.6% | 60.8%-10.2pp | 69.2%-18.6pp | 69.5%-19.0pp |
| Annual return | 32.60% | 21.07%+11.5pp | 35.62%-3.0pp | 73.15%-40.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,774 | $2,210-19.7% | $2,958-40.0% | $3,332-46.8% |
| Admin fee / account holder | $2,882 | $3,709-22.3% | $5,134-43.9% | $4,645-38.0% |