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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 | $49,498 | $60,349-18.0% | $74,184-33.3% | $62,881-21.3% |
| Participation rate | 58.6% | 72.7%-14.1pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 10.19% | 21.38%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,420 | $2,856-15.3% | $3,550-31.8% | $3,203-24.5% |
| Admin fee / account holder | $4,498 | $4,261+5.6% | $5,586-19.5% | $4,296+4.7% |