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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 | $92,046 | $81,487+13.0% | $102,412-10.1% | $80,935+13.7% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.7%-0.2pp |
| Annual return | 11.25% | 25.60%-14.3pp | 24.94%-13.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,306 | $3,871+37.1% | $5,060+4.9% | $4,299+23.4% |
| Admin fee / account holder | $4,241 | $6,717-36.9% | $8,388-49.4% | $6,924-38.8% |