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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 | $32,149 | $43,749-26.5% | $158,223-79.7% | $65,306-50.8% |
| Participation rate | 27.2% | 56.9%-29.7pp | 79.2%-52.0pp | 57.7%-30.4pp |
| Annual return | 22.60% | 19.41%+3.2pp | 52.09%-29.5pp | 21.94%+0.7pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,223 | $2,019-39.4% | $5,467-77.6% | $2,959-58.7% |
| Admin fee / account holder | $1,632 | $1,930-15.4% | $16,047-89.8% | $3,480-53.1% |