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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 | $75,496 | $67,602+11.7% | $82,312-8.3% | $70,126+7.7% |
| Participation rate | 51.0% | 72.8%-21.7pp | 76.9%-25.9pp | 69.5%-18.5pp |
| Annual return | 15.06% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,210 | $2,987+7.4% | $3,706-13.4% | $3,332-3.7% |
| Admin fee / account holder | $1,698 | $4,512-62.4% | $5,608-69.7% | $4,645-63.4% |