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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 | $51,833 | $79,955-35.2% | $98,461-47.4% | $75,173-31.0% |
| Participation rate | 69.0% | 70.4%-1.3pp | 75.2%-6.1pp | 67.2%+1.8pp |
| Annual return | 18.17% | 19.75%-1.6pp | 21.17%-3.0pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,323 | $3,752+148.5% | $4,738+96.8% | $4,126+126.0% |
| Admin fee / account holder | $8,346 | $6,841+22.0% | $8,961-6.9% | $5,651+47.7% |