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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 | $32,946 | $77,472-57.5% | $100,415-67.2% | $80,959-59.3% |
| Participation rate | 63.3% | 76.9%-13.6pp | 81.5%-18.2pp | 67.7%-4.3pp |
| Annual return | 26.46% | 37.26%-10.8pp | 49.47%-23.0pp | 35.67%-9.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,495 | $6,818+9.9% | $8,091-7.4% | $4,300+74.3% |
| Admin fee / account holder | $690 | $5,885-88.3% | $7,906-91.3% | $6,925-90.0% |