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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 | $33,497 | $77,472-56.8% | $100,392-66.6% | $80,935-58.6% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-26.0pp | 67.7%-12.1pp |
| Annual return | 24.88% | 37.26%-12.4pp | 49.45%-24.6pp | 35.66%-10.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,756 | $6,818+87.1% | $8,090+57.7% | $4,299+196.7% |
| Admin fee / account holder | $5,652 | $5,885-4.0% | $7,904-28.5% | $6,924-18.4% |