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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 | $59,756 | $63,365-5.7% | $91,994-35.0% | $72,975-18.1% |
| Participation rate | 61.7% | 72.5%-10.8pp | 78.6%-16.9pp | 69.5%-7.8pp |
| Annual return | 25.43% | 35.35%-9.9pp | 69.04%-43.6pp | 81.01%-55.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,494 | $4,883+53.5% | $5,924+26.5% | $3,608+107.7% |
| Admin fee / account holder | $1,715 | $4,670-63.3% | $7,744-77.9% | $5,124-66.5% |