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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 | $36,504 | $39,132-6.7% | $57,196-36.2% | $62,881-41.9% |
| Participation rate | 44.8% | 70.5%-25.7pp | 75.3%-30.5pp | 69.3%-24.5pp |
| Annual return | 8.73% | 9.24%-0.5pp | 14.59%-5.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,611 | $2,374+10.0% | $3,096-15.7% | $3,203-18.5% |
| Admin fee / account holder | $607 | $2,594-76.6% | $3,141-80.7% | $4,296-85.9% |