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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 | $55,647 | $67,602-17.7% | $82,312-32.4% | $70,126-20.6% |
| Participation rate | 62.3% | 72.8%-10.5pp | 76.9%-14.6pp | 69.5%-7.3pp |
| Annual return | 14.02% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,110 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $4,434 | $4,512-1.7% | $5,608-20.9% | $4,645-4.5% |