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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 | $58,627-26.2% | $76,735-43.6% | $82,448-47.5% |
| Participation rate | 48.0% | 63.2%-15.2pp | 69.5%-21.5pp | 68.1%-20.1pp |
| Annual return | 16.60% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,389 | $3,134-23.8% | $4,088-41.6% | $4,139-42.3% |
| Admin fee / account holder | $4,862 | $5,323-8.7% | $7,189-32.4% | $7,234-32.8% |