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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 | $76,834+2.9% | $108,359-27.0% | $87,485-9.6% |
| Participation rate | 62.1% | 61.7%+0.3pp | 70.1%-8.1pp | 68.9%-6.9pp |
| Annual return | 14.06% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,985 | $3,100+93.0% | $4,137+44.7% | $4,274+40.0% |
| Admin fee / account holder | $6,905 | $6,537+5.6% | $9,741-29.1% | $7,775-11.2% |