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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 | $76,756 | $67,602+13.5% | $82,312-6.7% | $70,126+9.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 20.42% | 21.57%-1.1pp | 25.88%-5.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,215 | $2,987+7.6% | $3,706-13.2% | $3,332-3.5% |
| Admin fee / account holder | $1,526 | $4,512-66.2% | $5,608-72.8% | $4,645-67.1% |