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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 | $73,035 | $60,349+21.0% | $74,184-1.5% | $62,881+16.1% |
| Participation rate | 45.7% | 72.7%-27.0pp | 76.6%-30.9pp | 69.3%-23.6pp |
| Annual return | 8.93% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,371 | $2,856+18.0% | $3,550-5.0% | $3,203+5.3% |
| Admin fee / account holder | $952 | $4,261-77.7% | $5,586-83.0% | $4,296-77.8% |