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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 | $48,374 | $67,602-28.4% | $82,312-41.2% | $70,126-31.0% |
| Participation rate | 22.2% | 72.8%-50.5pp | 76.9%-54.7pp | 69.5%-47.3pp |
| Annual return | 22.72% | 21.57%+1.1pp | 25.88%-3.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,676 | $2,987-43.9% | $3,706-54.8% | $3,332-49.7% |
| Admin fee / account holder | $1,694 | $4,512-62.4% | $5,608-69.8% | $4,645-63.5% |