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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 | $90,335 | $60,349+49.7% | $74,184+21.8% | $62,881+43.7% |
| Participation rate | 51.5% | 72.7%-21.2pp | 76.6%-25.1pp | 69.3%-17.8pp |
| Annual return | 7.30% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,779 | $2,856-2.7% | $3,550-21.7% | $3,203-13.2% |
| Admin fee / account holder | $4,385 | $4,261+2.9% | $5,586-21.5% | $4,296+2.1% |