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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 | $86,112 | $72,269+19.2% | $101,271-15.0% | $79,852+7.8% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 24.93% | 22.29%+2.6pp | 46.48%-21.5pp | 31.72%-6.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,596 | $3,282+9.6% | $4,371-17.7% | $3,740-3.9% |
| Admin fee / account holder | $385 | $4,401-91.3% | $5,948-93.5% | $5,306-92.8% |