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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 | $26,940 | $67,602-60.1% | $82,312-67.3% | $70,126-61.6% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 19.53% | 21.57%-2.0pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,429 | $2,987-18.7% | $3,706-34.5% | $3,332-27.1% |
| Admin fee / account holder | $994 | $4,512-78.0% | $5,608-82.3% | $4,645-78.6% |