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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 | $55,825 | $80,332-30.5% | $107,187-47.9% | $64,097-12.9% |
| Participation rate | 35.2% | 54.4%-19.2pp | 75.0%-39.8pp | 55.2%-20.0pp |
| Annual return | 12.79% | 24.26%-11.5pp | 204.55%-191.8pp | 34.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,712 | $3,109-44.9% | $5,096-66.4% | $3,080-44.4% |
| Admin fee / account holder | $1,803 | $4,314-58.2% | $9,162-80.3% | $3,454-47.8% |