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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 | $63,794 | $54,541+17.0% | $78,778-19.0% | $70,126-9.0% |
| Participation rate | 28.8% | 60.8%-32.0pp | 69.2%-40.4pp | 69.5%-40.7pp |
| Annual return | 18.06% | 21.07%-3.0pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,109 | $2,210-49.8% | $2,958-62.5% | $3,332-66.7% |
| Admin fee / account holder | $10,185 | $3,709+174.6% | $5,134+98.4% | $4,645+119.2% |