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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 | $43,169 | $39,132+10.3% | $57,196-24.5% | $62,881-31.3% |
| Participation rate | 69.1% | 70.5%-1.4pp | 75.3%-6.2pp | 69.3%-0.2pp |
| Annual return | 22.40% | 9.24%+13.2pp | 14.59%+7.8pp | 20.14%+2.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,923 | $2,374+107.3% | $3,096+59.0% | $3,203+53.7% |
| Admin fee / account holder | $1,637 | $2,594-36.9% | $3,141-47.9% | $4,296-61.9% |