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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 | $50,280 | $49,239+2.1% | $70,462-28.6% | $79,858-37.0% |
| Participation rate | 61.3% | 69.2%-7.9pp | 75.1%-13.8pp | 69.6%-8.3pp |
| Annual return | 9.42% | 30.08%-20.7pp | 109.08%-99.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,386 | $2,769-13.8% | $3,710-35.7% | $3,740-36.2% |
| Admin fee / account holder | $2,362 | $2,876-17.9% | $3,845-38.6% | $5,306-55.5% |