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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 | $75,314 | $54,541+38.1% | $78,778-4.4% | $70,126+7.4% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.2%-8.2pp | 69.5%-8.6pp |
| Annual return | 16.11% | 21.07%-5.0pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,748 | $2,210+69.6% | $2,958+26.7% | $3,332+12.5% |
| Admin fee / account holder | $4,773 | $3,709+28.7% | $5,134-7.0% | $4,645+2.7% |