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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 | $63,014 | $60,349+4.4% | $74,184-15.1% | $62,881+0.2% |
| Participation rate | 61.7% | 72.7%-11.1pp | 76.6%-15.0pp | 69.3%-7.6pp |
| Annual return | 6.48% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,686 | $2,856+29.0% | $3,550+3.8% | $3,203+15.1% |
| Admin fee / account holder | $9,711 | $4,261+127.9% | $5,586+73.9% | $4,296+126.1% |