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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 | $71,715 | $52,306+37.1% | $69,779+2.8% | $62,881+14.0% |
| Participation rate | 62.1% | 67.2%-5.1pp | 71.8%-9.7pp | 69.3%-7.2pp |
| Annual return | 7.22% | 13.35%-6.1pp | 12.99%-5.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,692 | $2,395+54.2% | $2,931+26.0% | $3,203+15.3% |
| Admin fee / account holder | $4,333 | $3,691+17.4% | $4,381-1.1% | $4,296+0.9% |