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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 | $61,873 | $86,938-28.8% | $102,423-39.6% | $80,925-23.5% |
| Participation rate | 69.4% | 72.4%-3.0pp | 76.5%-7.1pp | 67.7%+1.7pp |
| Annual return | 15.09% | 18.89%-3.8pp | 29.42%-14.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,012 | $4,120-2.6% | $5,054-20.6% | $4,299-6.7% |
| Admin fee / account holder | $5,290 | $8,053-34.3% | $9,455-44.0% | $6,940-23.8% |