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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 | $58,890 | $60,349-2.4% | $74,184-20.6% | $62,881-6.3% |
| Participation rate | 44.4% | 72.7%-28.3pp | 76.6%-32.2pp | 69.3%-24.9pp |
| Annual return | 7.70% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,054 | $2,856-28.1% | $3,550-42.2% | $3,203-35.9% |
| Admin fee / account holder | $1,781 | $4,261-58.2% | $5,586-68.1% | $4,296-58.5% |