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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 | $72,169 | $72,492-0.4% | $87,104-17.1% | $72,975-1.1% |
| Participation rate | 49.3% | 72.8%-23.5pp | 76.9%-27.6pp | 69.5%-20.2pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,600 | $3,270-51.1% | $4,048-60.5% | $3,608-55.6% |
| Admin fee / account holder | $536 | $5,055-89.4% | $7,491-92.9% | $5,124-89.5% |