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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 | $56,123 | $52,580+6.7% | $71,671-21.7% | $70,126-20.0% |
| Participation rate | 64.3% | 60.9%+3.4pp | 68.7%-4.5pp | 69.5%-5.3pp |
| Annual return | 14.66% | 20.25%-5.6pp | 20.65%-6.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,422 | $2,386+43.4% | $3,438-0.5% | $3,332+2.7% |
| Admin fee / account holder | $3,628 | $3,653-0.7% | $5,558-34.7% | $4,645-21.9% |