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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 | $28,363 | $60,349-53.0% | $74,184-61.8% | $62,881-54.9% |
| Participation rate | 30.0% | 72.7%-42.7pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 6.21% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,089 | $2,856-26.9% | $3,550-41.2% | $3,203-34.8% |
| Admin fee / account holder | $5,939 | $4,261+39.4% | $5,586+6.3% | $4,296+38.3% |