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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 | $94,849 | $60,349+57.2% | $74,184+27.9% | $62,881+50.8% |
| Participation rate | 31.4% | 72.7%-41.3pp | 76.6%-45.2pp | 69.3%-37.9pp |
| Annual return | 9.01% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,570 | $2,856-45.0% | $3,550-55.8% | $3,203-51.0% |
| Admin fee / account holder | $2,195 | $4,261-48.5% | $5,586-60.7% | $4,296-48.9% |