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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 | $35,050 | $106,524-67.1% | $152,301-77.0% | $87,485-59.9% |
| Participation rate | 43.1% | 75.8%-32.6pp | 82.4%-39.3pp | 68.9%-25.8pp |
| Annual return | 19.76% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,254 | $6,525-19.5% | $8,004-34.4% | $4,274+22.9% |
| Admin fee / account holder | $4,714 | $8,287-43.1% | $14,398-67.3% | $7,775-39.4% |