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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 | $35,255 | $64,501-45.3% | $108,753-67.6% | $65,306-46.0% |
| Participation rate | 47.0% | 50.8%-3.8pp | 71.1%-24.1pp | 57.7%-10.7pp |
| Annual return | 28.58% | 21.09%+7.5pp | 37.47%-8.9pp | 21.94%+6.6pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,760 | $2,401-26.7% | $4,115-57.2% | $2,959-40.5% |
| Admin fee / account holder | $1,093 | $4,971-78.0% | $10,320-89.4% | $3,480-68.6% |