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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 | $69,578 | $73,978-5.9% | $96,515-27.9% | $75,173-7.4% |
| Participation rate | 40.4% | 66.4%-26.0pp | 74.3%-33.9pp | 67.2%-26.8pp |
| Annual return | 21.95% | 26.72%-4.8pp | 35.73%-13.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,898 | $3,660+6.5% | $4,880-20.1% | $4,126-5.5% |
| Admin fee / account holder | $4,428 | $5,219-15.1% | $6,735-34.3% | $5,651-21.6% |