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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 | $82,781 | $43,338+91.0% | $59,887+38.2% | $64,173+29.0% |
| Participation rate | 65.5% | 69.2%-3.6pp | 74.7%-9.2pp | 69.6%-4.1pp |
| Annual return | 11.31% | -1.55%+12.9pp | 3.46%+7.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,551 | $2,547+157.2% | $3,402+92.6% | $3,470+88.8% |
| Admin fee / account holder | $1,707 | $3,007-43.2% | $3,591-52.5% | $4,887-65.1% |