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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 | $57,388 | $60,349-4.9% | $74,184-22.6% | $62,881-8.7% |
| Participation rate | 64.3% | 72.7%-8.4pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 5.07% | 21.38%-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 | $2,194 | $2,856-23.2% | $3,550-38.2% | $3,203-31.5% |
| Admin fee / account holder | $607 | $4,261-85.8% | $5,586-89.1% | $4,296-85.9% |