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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 | $34,733 | $63,456-45.3% | $100,712-65.5% | $64,097-45.8% |
| Participation rate | 49.5% | 49.7%-0.1pp | 69.3%-19.7pp | 55.2%-5.6pp |
| Annual return | 19.27% | 19.65%-0.4pp | 33.27%-14.0pp | 34.64%-15.4pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,659 | $2,463-32.6% | $4,085-59.4% | $3,080-46.1% |
| Admin fee / account holder | $2,335 | $4,808-51.4% | $9,256-74.8% | $3,454-32.4% |