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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 | $65,277 | $80,985-19.4% | $96,576-32.4% | $75,181-13.2% |
| Participation rate | 69.8% | 71.8%-1.9pp | 76.0%-6.1pp | 67.2%+2.6pp |
| Annual return | 19.10% | 27.05%-8.0pp | 25.87%-6.8pp | 160.69%-141.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,552 | $3,929+41.3% | $4,851+14.4% | $4,126+34.6% |
| Admin fee / account holder | $11,902 | $6,719+77.2% | $8,253+44.2% | $5,650+110.7% |