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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 | $46,989 | $67,894-30.8% | $89,340-47.4% | $82,448-43.0% |
| Participation rate | 36.4% | 64.0%-27.7pp | 69.6%-33.2pp | 68.1%-31.7pp |
| Annual return | 18.03% | 19.21%-1.2pp | 20.57%-2.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,871 | $3,072+26.0% | $3,823+1.3% | $4,139-6.5% |
| Admin fee / account holder | $606 | $5,723-89.4% | $6,704-91.0% | $7,234-91.6% |