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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 | $74,783 | $63,365+18.0% | $91,994-18.7% | $72,976+2.5% |
| Participation rate | 48.0% | 72.5%-24.6pp | 78.6%-30.7pp | 69.5%-21.5pp |
| Annual return | 26.75% | 35.35%-8.6pp | 69.04%-42.3pp | 81.02%-54.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,156 | $4,883+5.6% | $5,924-13.0% | $3,608+42.9% |
| Admin fee / account holder | $3,264 | $4,670-30.1% | $7,744-57.9% | $5,124-36.3% |