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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 | $39,277 | $60,349-34.9% | $74,184-47.1% | $62,881-37.5% |
| Participation rate | 56.7% | 72.7%-16.0pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 8.74% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,381 | $2,856-51.7% | $3,550-61.1% | $3,203-56.9% |
| Admin fee / account holder | $2,353 | $4,261-44.8% | $5,586-57.9% | $4,296-45.2% |