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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 | $34,636 | $36,140-4.2% | $73,658-53.0% | $64,340-46.2% |
| Participation rate | 4.4% | 31.0%-26.6pp | 57.0%-52.6pp | 55.2%-50.8pp |
| Annual return | 25.67% | 21.48%+4.2pp | 29.72%-4.0pp | 24.14%+1.5pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $465 | $1,023-54.6% | $2,062-77.5% | $2,980-84.4% |
| Admin fee / account holder | $6,583 | $2,513+162.0% | $3,357+96.1% | $3,703+77.8% |