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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 | $41,339 | $72,492-43.0% | $87,104-52.5% | $72,975-43.4% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 22.60% | 24.46%-1.9pp | 28.19%-5.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,995 | $3,270-39.0% | $4,048-50.7% | $3,608-44.7% |
| Admin fee / account holder | $592 | $5,055-88.3% | $7,491-92.1% | $5,124-88.5% |