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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 | $77,574-35.8% | $108,753-54.2% | $86,983-42.7% |
| Participation rate | 55.1% | 62.3%-7.2pp | 71.1%-16.0pp | 69.5%-14.4pp |
| Annual return | 15.78% | 18.42%-2.6pp | 37.47%-21.7pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,080 | $3,128-1.6% | $4,115-25.2% | $4,194-26.6% |
| Admin fee / account holder | $2,187 | $6,529-66.5% | $10,320-78.8% | $7,856-72.2% |