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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 | $76,834+18.8% | $108,359-15.8% | $87,485+4.3% |
| Participation rate | 67.7% | 61.7%+6.0pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 16.22% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,242 | $3,100+69.1% | $4,137+26.7% | $4,274+22.7% |
| Admin fee / account holder | $6,084 | $6,537-6.9% | $9,741-37.5% | $7,775-21.7% |