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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 | $24,064 | $106,524-77.4% | $152,301-84.2% | $87,485-72.5% |
| Participation rate | 40.4% | 75.8%-35.3pp | 82.4%-42.0pp | 68.9%-28.5pp |
| Annual return | 31.80% | 26.89%+4.9pp | 80.50%-48.7pp | 26.06%+5.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,875 | $6,525-40.6% | $8,004-51.6% | $4,274-9.3% |
| Admin fee / account holder | $5,376 | $8,287-35.1% | $14,398-62.7% | $7,775-30.9% |