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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 | $85,428 | $58,493+46.0% | $84,023+1.7% | $72,976+17.1% |
| Participation rate | 64.6% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-4.9pp |
| Annual return | 23.22% | 28.93%-5.7pp | 71.32%-48.1pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,299 | $2,394+79.6% | $3,239+32.7% | $3,608+19.2% |
| Admin fee / account holder | $2,467 | $4,569-46.0% | $6,102-59.6% | $5,124-51.9% |