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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 | $50,820-35.3% | $155,567-78.9% | $77,671-57.7% |
| Participation rate | 45.6% | 63.1%-17.5pp | 78.2%-32.6pp | 70.6%-24.9pp |
| Annual return | 38.74% | 34.85%+3.9pp | 64.74%-26.0pp | 31.21%+7.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,433 | $2,823+21.6% | $5,628-39.0% | $4,648-26.1% |
| Admin fee / account holder | $2,538 | $436+482.1% | $15,916-84.1% | $430+489.6% |