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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 | $65,258 | $64,359+1.4% | $90,161-27.6% | $70,126-6.9% |
| Participation rate | 51.9% | 70.4%-18.5pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 20.55% | 28.13%-7.6pp | 34.89%-14.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,978 | $4,389+13.4% | $5,287-5.9% | $3,332+49.4% |
| Admin fee / account holder | $5,493 | $3,945+39.2% | $5,943-7.6% | $4,645+18.2% |