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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 | $32,884 | $50,860-35.3% | $155,574-78.9% | $77,714-57.7% |
| Participation rate | 45.6% | 63.1%-17.5pp | 78.2%-32.6pp | 70.6%-24.9pp |
| Annual return | 38.74% | 34.86%+3.9pp | 64.87%-26.1pp | 31.26%+7.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,433 | $2,825+21.5% | $5,629-39.0% | $4,649-26.2% |
| Admin fee / account holder | $2,538 | $436+481.4% | $15,914-84.1% | $433+485.7% |