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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 | $65,202 | $50,947+28.0% | $74,551-12.5% | $64,173+1.6% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.1%-6.4pp | 69.6%-6.8pp |
| Annual return | 8.90% | -1.85%+10.8pp | 32.53%-23.6pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,680 | $2,302+16.4% | $3,108-13.8% | $3,470-22.8% |
| Admin fee / account holder | $4,965 | $4,221+17.6% | $5,059-1.9% | $4,887+1.6% |