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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 | $50,788 | $56,054-9.4% | $171,082-70.3% | $62,881-19.2% |
| Participation rate | 69.0% | 62.9%+6.1pp | 76.7%-7.7pp | 69.3%-0.3pp |
| Annual return | 8.40% | 22.52%-14.1pp | 32.56%-24.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,560 | $3,158+12.7% | $4,797-25.8% | $3,203+11.2% |
| Admin fee / account holder | $1,235 | $3,647-66.1% | $8,520-85.5% | $4,296-71.3% |