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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 | $38,573 | $60,349-36.1% | $74,184-48.0% | $62,881-38.7% |
| Participation rate | 40.4% | 72.7%-32.3pp | 76.6%-36.2pp | 69.3%-28.9pp |
| Annual return | 6.00% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,643 | $2,856-42.5% | $3,550-53.7% | $3,203-48.7% |
| Admin fee / account holder | $1,835 | $4,261-56.9% | $5,586-67.1% | $4,296-57.3% |