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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 | $58,832 | $60,349-2.5% | $74,184-20.7% | $62,881-6.4% |
| Participation rate | 58.3% | 72.7%-14.4pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 6.17% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,445 | $2,856-49.4% | $3,550-59.3% | $3,203-54.9% |
| Admin fee / account holder | $1,477 | $4,261-65.3% | $5,586-73.6% | $4,296-65.6% |