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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 | $34,163 | $57,590-40.7% | $86,233-60.4% | $82,448-58.6% |
| Participation rate | 51.3% | 57.9%-6.6pp | 69.0%-17.7pp | 68.1%-16.8pp |
| Annual return | 30.71% | 22.41%+8.3pp | 61.39%-30.7pp | 41.64%-10.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,629 | $3,080-14.7% | $4,559-42.3% | $4,139-36.5% |
| Admin fee / account holder | $10,315 | $4,730+118.1% | $8,342+23.7% | $7,234+42.6% |