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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 | $49,452 | $60,349-18.1% | $74,184-33.3% | $62,881-21.4% |
| Participation rate | 47.1% | 72.7%-25.7pp | 76.6%-29.6pp | 69.3%-22.2pp |
| Annual return | 7.48% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,640 | $2,856-42.6% | $3,550-53.8% | $3,203-48.8% |
| Admin fee / account holder | $1,971 | $4,261-53.7% | $5,586-64.7% | $4,296-54.1% |