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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 | $28,865 | $41,016-29.6% | $152,093-81.0% | $64,097-55.0% |
| Participation rate | 58.3% | 51.3%+6.9pp | 77.8%-19.5pp | 55.2%+3.1pp |
| Annual return | 14.34% | 39.60%-25.3pp | 66.36%-52.0pp | 34.64%-20.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,182 | $1,927+65.1% | $5,451-41.6% | $3,080+3.3% |
| Admin fee / account holder | $2,000 | $2,305-13.2% | $14,497-86.2% | $3,454-42.1% |