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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 | $35,584 | $52,306-32.0% | $69,779-49.0% | $62,881-43.4% |
| Participation rate | 66.0% | 67.2%-1.3pp | 71.8%-5.9pp | 69.3%-3.3pp |
| Annual return | 5.79% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,117 | $2,395-53.3% | $2,931-61.9% | $3,203-65.1% |
| Admin fee / account holder | $1,302 | $3,691-64.7% | $4,381-70.3% | $4,296-69.7% |