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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 | $39,460 | $60,352-34.6% | $74,185-46.8% | $62,881-37.2% |
| Participation rate | 64.9% | 72.7%-7.9pp | 76.6%-11.8pp | 69.3%-4.4pp |
| Annual return | 10.21% | 21.37%-11.2pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,810 | $2,856+138.4% | $3,550+91.8% | $3,203+112.6% |
| Admin fee / account holder | $402 | $4,261-90.6% | $5,586-92.8% | $4,296-90.6% |