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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 | $23,451 | $60,349-61.1% | $74,184-68.4% | $62,881-62.7% |
| Participation rate | 37.0% | 72.7%-35.8pp | 76.6%-39.7pp | 69.3%-32.3pp |
| Annual return | 9.42% | 21.38%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,653 | $2,856-7.1% | $3,550-25.3% | $3,203-17.2% |
| Admin fee / account holder | $302 | $4,261-92.9% | $5,586-94.6% | $4,296-93.0% |