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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 | $80,047 | $73,787+8.5% | $98,716-18.9% | $82,448-2.9% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 15.70% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,860 | $3,081+90.2% | $4,048+44.8% | $4,139+41.6% |
| Admin fee / account holder | $7,028 | $6,500+8.1% | $8,703-19.2% | $7,234-2.8% |