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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 | $65,127 | $73,787-11.7% | $98,716-34.0% | $82,448-21.0% |
| Participation rate | 58.7% | 61.4%-2.7pp | 69.3%-10.6pp | 68.1%-9.4pp |
| Annual return | 18.31% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,696 | $3,081+19.9% | $4,048-8.7% | $4,139-10.7% |
| Admin fee / account holder | $6,776 | $6,500+4.2% | $8,703-22.1% | $7,234-6.3% |