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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 | $49,062 | $60,352-18.7% | $74,185-33.9% | $62,881-22.0% |
| Participation rate | 57.5% | 72.7%-15.2pp | 76.6%-19.1pp | 69.3%-11.8pp |
| Annual return | 5.02% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,568 | $2,856-10.1% | $3,550-27.7% | $3,203-19.8% |
| Admin fee / account holder | $3,384 | $4,261-20.6% | $5,586-39.4% | $4,296-21.2% |