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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 | $62,076 | $59,839+3.7% | $81,991-24.3% | $79,852-22.3% |
| Participation rate | 55.0% | 61.6%-6.6pp | 69.3%-14.3pp | 69.6%-14.6pp |
| Annual return | 18.81% | 17.56%+1.2pp | 41.31%-22.5pp | 31.72%-12.9pp |
| Employer contribution / active EE | $638 | $1,713-62.8% | $2,498-74.5% | $2,471-74.2% |
| Participant deferral / active EE | $1,528 | $2,695-43.3% | $3,722-58.9% | $3,740-59.1% |
| Admin fee / account holder | $3,554 | $4,287-17.1% | $5,665-37.3% | $5,306-33.0% |