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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 | $84,175 | $81,504+3.3% | $102,437-17.8% | $80,959+4.0% |
| Participation rate | 64.3% | 66.9%-2.6pp | 74.5%-10.2pp | 67.7%-3.4pp |
| Annual return | 18.51% | 25.60%-7.1pp | 24.95%-6.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,146 | $3,871+58.8% | $5,060+21.5% | $4,300+42.9% |
| Admin fee / account holder | $12,069 | $6,719+79.6% | $8,388+43.9% | $6,925+74.3% |