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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 | $75,459 | $104,098-27.5% | $140,514-46.3% | $94,015-19.7% |
| Participation rate | 69.6% | 73.7%-4.1pp | 77.8%-8.2pp | 70.8%-1.3pp |
| Annual return | 11.85% | 15.14%-3.3pp | 14.36%-2.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,698 | $4,033+16.5% | $4,919-4.5% | $4,249+10.6% |
| Admin fee / account holder | $2,595 | $10,439-75.1% | $13,697-81.1% | $8,951-71.0% |