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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 | $61,058 | $67,602-9.7% | $82,312-25.8% | $70,126-12.9% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.9%-11.0pp | 69.5%-3.6pp |
| Annual return | 17.65% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,054 | $2,987+102.7% | $3,706+63.3% | $3,332+81.7% |
| Admin fee / account holder | $1,781 | $4,512-60.5% | $5,608-68.2% | $4,645-61.7% |