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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 | $46,374 | $67,602-31.4% | $82,312-43.7% | $70,126-33.9% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 16.04% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,388 | $2,987-53.5% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $1,534 | $4,512-66.0% | $5,608-72.7% | $4,645-67.0% |