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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 | $77,157 | $59,440+29.8% | $78,004-1.1% | $82,637-6.6% |
| Participation rate | 32.8% | 62.8%-30.0pp | 69.4%-36.6pp | 68.1%-35.2pp |
| Annual return | 16.43% | 40.24%-23.8pp | 31.07%-14.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,971 | $3,138-37.2% | $4,092-51.8% | $4,126-52.2% |
| Admin fee / account holder | $7,631 | $5,504+38.6% | $7,578+0.7% | $7,339+4.0% |