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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 | $87,267 | $70,486+23.8% | $100,535-13.2% | $79,856+9.3% |
| Participation rate | 69.4% | 73.6%-4.2pp | 79.4%-10.0pp | 69.6%-0.2pp |
| Annual return | 12.79% | 21.90%-9.1pp | 30.90%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,034 | $5,182-41.4% | $6,271-51.6% | $3,741-18.9% |
| Admin fee / account holder | $701 | $4,480-84.4% | $8,085-91.3% | $5,306-86.8% |