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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 | $78,703 | $76,550+2.8% | $123,894-36.5% | $62,881+25.2% |
| Participation rate | 54.5% | 73.0%-18.4pp | 81.4%-26.9pp | 69.3%-14.8pp |
| Annual return | 9.81% | 18.67%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,566 | $4,840+15.0% | $5,984-7.0% | $3,203+73.8% |
| Admin fee / account holder | $1,814 | $4,826-62.4% | $8,357-78.3% | $4,296-57.8% |