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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 | $77,574+17.7% | $108,753-16.1% | $86,983+4.9% |
| Participation rate | 67.7% | 62.3%+5.4pp | 71.1%-3.3pp | 69.5%-1.8pp |
| Annual return | 16.22% | 18.42%-2.2pp | 37.47%-21.2pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,242 | $3,128+67.6% | $4,115+27.4% | $4,194+25.0% |
| Admin fee / account holder | $6,084 | $6,529-6.8% | $10,320-41.0% | $7,856-22.6% |