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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 | $91,272 | $73,787+23.7% | $98,716-7.5% | $82,448+10.7% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 16.22% | 18.57%-2.3pp | 31.81%-15.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,242 | $3,081+70.1% | $4,048+29.5% | $4,139+26.6% |
| Admin fee / account holder | $6,084 | $6,500-6.4% | $8,703-30.1% | $7,234-15.9% |