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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 | $68,419 | $54,541+25.4% | $78,778-13.1% | $70,126-2.4% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 15.09% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $658 | $1,089-39.6% | $1,986-66.9% | $2,343-71.9% |
| Participant deferral / active EE | $2,184 | $2,210-1.2% | $2,958-26.2% | $3,332-34.5% |
| Admin fee / account holder | $919 | $3,709-75.2% | $5,134-82.1% | $4,645-80.2% |