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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 | $113,078 | $86,949+30.1% | $102,460+10.4% | $80,959+39.7% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.8pp | 67.7%+0.1pp |
| Annual return | 14.73% | 18.89%-4.2pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,592 | $4,121-37.1% | $5,056-48.7% | $4,300-39.7% |
| Admin fee / account holder | $6,176 | $8,048-23.3% | $9,460-34.7% | $6,925-10.8% |