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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 | $75,530 | $73,955+2.1% | $96,520-21.7% | $75,181+0.5% |
| Participation rate | 45.0% | 66.4%-21.4pp | 74.3%-29.3pp | 67.2%-22.2pp |
| Annual return | 16.84% | 26.72%-9.9pp | 35.72%-18.9pp | 160.69%-143.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,591 | $3,659+25.4% | $4,879-5.9% | $4,126+11.3% |
| Admin fee / account holder | $777 | $5,217-85.1% | $6,733-88.5% | $5,650-86.3% |