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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 | $70,389 | $57,119+23.2% | $85,187-17.4% | $80,935-13.0% |
| Participation rate | 61.9% | 56.4%+5.5pp | 67.5%-5.6pp | 67.7%-5.8pp |
| Annual return | 11.20% | 21.70%-10.5pp | 66.67%-55.5pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,963 | $3,115+252.0% | $4,525+142.3% | $4,299+155.0% |
| Admin fee / account holder | $4,175 | $4,990-16.3% | $6,162-32.2% | $6,924-39.7% |