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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 | $38,860 | $72,492-46.4% | $87,104-55.4% | $72,975-46.7% |
| Participation rate | 68.5% | 72.8%-4.3pp | 76.9%-8.4pp | 69.5%-1.0pp |
| Annual return | 20.15% | 24.46%-4.3pp | 28.19%-8.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,959 | $3,270-9.5% | $4,048-26.9% | $3,608-18.0% |
| Admin fee / account holder | $7,101 | $5,055+40.5% | $7,491-5.2% | $5,124+38.6% |