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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 | $69,265 | $35,986+92.5% | $77,513-10.6% | $73,493-5.8% |
| Participation rate | 15.8% | 40.8%-25.0pp | 54.2%-38.4pp | 70.7%-54.8pp |
| Annual return | 15.47% | 19.26%-3.8pp | 54.81%-39.3pp | 28.51%-13.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $443 | $1,198-63.0% | $1,861-76.2% | $3,740-88.1% |
| Admin fee / account holder | $1,029 | $466+120.9% | $2,859-64.0% | $513+100.5% |