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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 | $36,434 | $58,493-37.7% | $84,021-56.6% | $72,975-50.1% |
| Participation rate | 41.2% | 61.2%-20.1pp | 69.0%-27.8pp | 69.5%-28.3pp |
| Annual return | 34.04% | 28.93%+5.1pp | 71.32%-37.3pp | 81.01%-47.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,876 | $2,394+20.2% | $3,239-11.2% | $3,608-20.3% |
| Admin fee / account holder | $1,809 | $4,569-60.4% | $6,102-70.4% | $5,124-64.7% |