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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 | $57,520 | $72,492-20.7% | $87,104-34.0% | $72,975-21.2% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 23.58% | 24.46%-0.9pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,638 | $3,270-19.3% | $4,048-34.8% | $3,608-26.9% |
| Admin fee / account holder | $1,650 | $5,055-67.4% | $7,491-78.0% | $5,124-67.8% |