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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 | $57,761 | $51,207+12.8% | $70,565-18.1% | $71,529-19.2% |
| Participation rate | 29.9% | 59.4%-29.4pp | 68.4%-38.4pp | 67.9%-38.0pp |
| Annual return | 19.30% | 42.71%-23.4pp | 32.79%-13.5pp | 28.97%-9.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,154 | $3,033-29.0% | $4,568-52.9% | $4,291-49.8% |
| Admin fee / account holder | $1,034 | $2,002-48.4% | $6,430-83.9% | $1,588-34.9% |