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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 | $67,343 | $57,140+17.9% | $85,240-21.0% | $80,959-16.8% |
| Participation rate | 14.6% | 56.4%-41.8pp | 67.5%-52.9pp | 67.7%-53.0pp |
| Annual return | 15.40% | 21.71%-6.3pp | 66.75%-51.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,789 | $3,115-10.5% | $4,527-38.4% | $4,300-35.1% |
| Admin fee / account holder | $4,470 | $4,992-10.5% | $6,165-27.5% | $6,925-35.5% |