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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 | $77,574+1.9% | $108,753-27.3% | $86,983-9.1% |
| Participation rate | 62.1% | 62.3%-0.2pp | 71.1%-9.0pp | 69.5%-7.5pp |
| Annual return | 14.06% | 18.42%-4.4pp | 37.47%-23.4pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,985 | $3,128+91.3% | $4,115+45.4% | $4,194+42.7% |
| Admin fee / account holder | $6,905 | $6,529+5.8% | $10,320-33.1% | $7,856-12.1% |