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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 | $74,179 | $72,272+2.6% | $101,264-26.7% | $79,858-7.1% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 20.77% | 22.30%-1.5pp | 46.48%-25.7pp | 31.72%-10.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,825 | $3,282-13.9% | $4,370-35.4% | $3,740-24.5% |
| Admin fee / account holder | $2,185 | $4,401-50.3% | $5,947-63.3% | $5,306-58.8% |