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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 | $106,749-77.5% | $145,433-83.5% | $82,448-70.8% |
| Participation rate | 40.4% | 75.6%-35.2pp | 82.1%-41.7pp | 68.1%-27.6pp |
| Annual return | 31.80% | 27.59%+4.2pp | 66.58%-34.8pp | 41.64%-9.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,875 | $6,519-40.6% | $7,897-50.9% | $4,139-6.4% |
| Admin fee / account holder | $5,376 | $8,390-35.9% | $13,129-59.1% | $7,234-25.7% |