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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 | $76,585 | $67,602+13.3% | $82,312-7.0% | $70,126+9.2% |
| Participation rate | 29.5% | 72.8%-43.3pp | 76.9%-47.4pp | 69.5%-40.1pp |
| Annual return | 13.92% | 21.57%-7.6pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,583 | $2,987-47.0% | $3,706-57.3% | $3,332-52.5% |
| Admin fee / account holder | $1,813 | $4,512-59.8% | $5,608-67.7% | $4,645-61.0% |