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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 | $79,692 | $72,492+9.9% | $87,102-8.5% | $72,983+9.2% |
| Participation rate | 35.7% | 72.8%-37.1pp | 76.9%-41.2pp | 69.5%-33.8pp |
| Annual return | 25.48% | 24.46%+1.0pp | 28.19%-2.7pp | 81.01%-55.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,663 | $3,270+12.0% | $4,048-9.5% | $3,608+1.5% |
| Admin fee / account holder | $420 | $5,055-91.7% | $7,491-94.4% | $5,124-91.8% |