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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 | $69,008 | $67,602+2.1% | $82,312-16.2% | $70,126-1.6% |
| Participation rate | 25.8% | 72.8%-47.0pp | 76.9%-51.1pp | 69.5%-43.7pp |
| Annual return | 18.52% | 21.57%-3.0pp | 25.88%-7.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,416 | $2,987-19.1% | $3,706-34.8% | $3,332-27.5% |
| Admin fee / account holder | $2,677 | $4,512-40.7% | $5,608-52.3% | $4,645-42.4% |