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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 | $79,057 | $73,787+7.1% | $98,716-19.9% | $82,448-4.1% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 14.06% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,985 | $3,081+94.2% | $4,048+47.9% | $4,139+44.6% |
| Admin fee / account holder | $6,905 | $6,500+6.2% | $8,703-20.7% | $7,234-4.6% |