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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 | $79,773 | $57,590+38.5% | $86,233-7.5% | $82,448-3.2% |
| Participation rate | 62.1% | 57.9%+4.2pp | 69.0%-6.9pp | 68.1%-6.0pp |
| Annual return | 14.04% | 22.41%-8.4pp | 61.39%-47.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,606 | $3,080+49.6% | $4,559+1.0% | $4,139+11.3% |
| Admin fee / account holder | $12,650 | $4,730+167.4% | $8,342+51.6% | $7,234+74.9% |