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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 | $58,611 | $60,349-2.9% | $74,184-21.0% | $62,881-6.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 9.31% | 21.38%-12.1pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,686 | $2,856-41.0% | $3,550-52.5% | $3,203-47.4% |
| Admin fee / account holder | $359 | $4,261-91.6% | $5,586-93.6% | $4,296-91.7% |