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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 | $66,489 | $64,734+2.7% | $90,796-26.8% | $64,097+3.7% |
| Participation rate | 26.4% | 53.2%-26.8pp | 69.5%-43.1pp | 55.2%-28.8pp |
| Annual return | 20.28% | 17.77%+2.5pp | 19.29%+1.0pp | 34.64%-14.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,294-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,052 | $2,629-22.0% | $3,822-46.3% | $3,080-33.4% |
| Admin fee / account holder | $4,198 | $3,474+20.8% | $7,024-40.2% | $3,454+21.5% |