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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 | $40,093 | $60,349-33.6% | $74,184-46.0% | $62,881-36.2% |
| Participation rate | 35.9% | 72.7%-36.8pp | 76.6%-40.7pp | 69.3%-33.4pp |
| Annual return | 8.05% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,802 | $2,856-1.9% | $3,550-21.1% | $3,203-12.5% |
| Admin fee / account holder | $465 | $4,261-89.1% | $5,586-91.7% | $4,296-89.2% |