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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 | $69,389 | $55,902+24.1% | $76,030-8.7% | $80,959-14.3% |
| Participation rate | 62.2% | 62.1%+0.1pp | 69.1%-6.9pp | 67.7%-5.5pp |
| Annual return | 13.46% | 20.59%-7.1pp | 361.54%-348.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,860 | $3,051+59.3% | $4,257+14.2% | $4,300+13.0% |
| Admin fee / account holder | $1,236 | $5,239-76.4% | $6,421-80.7% | $6,925-82.1% |