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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 | $88,191 | $67,602+30.5% | $82,312+7.1% | $70,126+25.8% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 13.66% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,134 | $2,987+38.4% | $3,706+11.5% | $3,332+24.1% |
| Admin fee / account holder | $5,933 | $4,512+31.5% | $5,608+5.8% | $4,645+27.7% |