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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 | $35,619 | $45,087-21.0% | $69,483-48.7% | $72,976-51.2% |
| Participation rate | 32.3% | 68.5%-36.2pp | 74.6%-42.3pp | 69.5%-37.2pp |
| Annual return | 21.38% | 22.67%-1.3pp | 28.99%-7.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,042 | $2,603-60.0% | $3,537-70.5% | $3,608-71.1% |
| Admin fee / account holder | $804 | $3,057-73.7% | $3,841-79.1% | $5,124-84.3% |