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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 | $49,715 | $60,349-17.6% | $74,184-33.0% | $62,881-20.9% |
| Participation rate | 45.5% | 72.7%-27.3pp | 76.6%-31.2pp | 69.3%-23.9pp |
| Annual return | 7.72% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,113 | $2,856-26.0% | $3,550-40.5% | $3,203-34.0% |
| Admin fee / account holder | $735 | $4,261-82.8% | $5,586-86.8% | $4,296-82.9% |