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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 | $95,453-30.9% | $112,040-41.1% | $82,448-20.0% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 22.36% | 23.92%-1.6pp | 24.52%-2.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,422 | $4,224+4.7% | $5,098-13.3% | $4,139+6.8% |
| Admin fee / account holder | $1,344 | $9,013-85.1% | $12,098-88.9% | $7,234-81.4% |