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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 | $65,969 | $104,098-36.6% | $140,514-53.1% | $94,015-29.8% |
| Participation rate | 65.5% | 73.7%-8.2pp | 77.8%-12.3pp | 70.8%-5.3pp |
| Annual return | 22.36% | 15.14%+7.2pp | 14.36%+8.0pp | 17.84%+4.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,422 | $4,033+9.6% | $4,919-10.1% | $4,249+4.1% |
| Admin fee / account holder | $1,344 | $10,439-87.1% | $13,697-90.2% | $8,951-85.0% |