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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 | $49,821 | $74,535-33.2% | $100,712-50.5% | $82,637-39.7% |
| Participation rate | 55.1% | 61.2%-6.1pp | 69.3%-14.2pp | 68.1%-13.0pp |
| Annual return | 15.78% | 18.92%-3.1pp | 33.27%-17.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,080 | $3,074+0.2% | $4,085-24.6% | $4,126-25.4% |
| Admin fee / account holder | $2,187 | $6,576-66.7% | $9,256-76.4% | $7,339-70.2% |