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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 | $63,562 | $67,602-6.0% | $82,312-22.8% | $70,126-9.4% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 22.27% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,176 | $2,987+6.3% | $3,706-14.3% | $3,332-4.7% |
| Admin fee / account holder | $1,827 | $4,512-59.5% | $5,608-67.4% | $4,645-60.7% |