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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 | $56,454 | $54,763+3.1% | $90,324-37.5% | $72,976-22.6% |
| Participation rate | 61.5% | 65.2%-3.6pp | 73.3%-11.7pp | 69.5%-8.0pp |
| Annual return | 35.50% | 30.63%+4.9pp | 78.15%-42.6pp | 81.02%-45.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,218 | $2,887+115.3% | $3,885+60.0% | $3,608+72.3% |
| Admin fee / account holder | $7,694 | $3,973+93.6% | $5,356+43.7% | $5,124+50.2% |