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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 | $54,447 | $60,349-9.8% | $74,184-26.6% | $62,881-13.4% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 13.75% | 21.38%-7.6pp | 17.74%-4.0pp | 20.14%-6.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,173 | $2,856+256.2% | $3,550+186.6% | $3,203+217.6% |
| Admin fee / account holder | $4,479 | $4,261+5.1% | $5,586-19.8% | $4,296+4.3% |