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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 | $78,119 | $70,475+10.8% | $100,530-22.3% | $79,858-2.2% |
| Participation rate | 56.3% | 73.7%-17.4pp | 79.4%-23.2pp | 69.6%-13.4pp |
| Annual return | 20.33% | 21.90%-1.6pp | 30.89%-10.6pp | 31.72%-11.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,698 | $5,181+145.1% | $6,271+102.5% | $3,740+239.5% |
| Admin fee / account holder | $6,539 | $4,478+46.0% | $8,083-19.1% | $5,306+23.2% |