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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 | $42,481 | $56,894-25.3% | $84,753-49.9% | $62,881-32.4% |
| Participation rate | 54.8% | 68.5%-13.7pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 6.18% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,164 | $2,709-20.1% | $3,712-41.7% | $3,203-32.4% |
| Admin fee / account holder | $5,077 | $3,581+41.8% | $5,333-4.8% | $4,296+18.2% |