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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 | $86,288 | $54,757+57.6% | $90,300-4.4% | $72,983+18.2% |
| Participation rate | 64.9% | 65.1%-0.3pp | 73.3%-8.4pp | 69.5%-4.6pp |
| Annual return | 26.98% | 30.63%-3.6pp | 78.11%-51.1pp | 81.01%-54.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,534 | $2,887+57.1% | $3,884+16.7% | $3,608+25.7% |
| Admin fee / account holder | $2,918 | $3,972-26.5% | $5,353-45.5% | $5,124-43.1% |