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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 | $43,280 | $69,444-37.7% | $92,985-53.5% | $87,485-50.5% |
| Participation rate | 48.0% | 63.3%-15.3pp | 69.5%-21.5pp | 68.9%-20.9pp |
| Annual return | 16.60% | 23.85%-7.3pp | 27.99%-11.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,389 | $3,364-29.0% | $4,377-45.4% | $4,274-44.1% |
| Admin fee / account holder | $4,862 | $6,137-20.8% | $9,463-48.6% | $7,775-37.5% |