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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 | $79,074 | $78,015+1.4% | $178,505-55.7% | $80,959-2.3% |
| Participation rate | 69.2% | 65.7%+3.6pp | 77.1%-7.9pp | 67.7%+1.6pp |
| Annual return | 15.45% | 18.10%-2.7pp | 27.16%-11.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,449 | $4,406-21.7% | $6,280-45.1% | $4,300-19.8% |
| Admin fee / account holder | $9,884 | $7,160+38.0% | $10,428-5.2% | $6,925+42.7% |