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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 | $70,526 | $58,493+20.6% | $84,021-16.1% | $72,975-3.4% |
| Participation rate | 56.7% | 61.2%-4.6pp | 69.0%-12.4pp | 69.5%-12.8pp |
| Annual return | 16.85% | 28.93%-12.1pp | 71.32%-54.5pp | 81.01%-64.2pp |
| Employer contribution / active EE | $565 | $1,163-51.5% | $1,984-71.5% | $2,440-76.9% |
| Participant deferral / active EE | $2,501 | $2,394+4.5% | $3,239-22.8% | $3,608-30.7% |
| Admin fee / account holder | $4,120 | $4,569-9.8% | $6,102-32.5% | $5,124-19.6% |