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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 | $80,957 | $76,371+6.0% | $93,621-13.5% | $72,975+10.9% |
| Participation rate | 65.6% | 71.8%-6.2pp | 75.8%-10.3pp | 69.5%-3.9pp |
| Annual return | 21.91% | 25.82%-3.9pp | 32.76%-10.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $510 | $2,276-77.6% | $2,719-81.3% | $2,440-79.1% |
| Participant deferral / active EE | $2,497 | $3,538-29.4% | $4,070-38.6% | $3,608-30.8% |
| Admin fee / account holder | $4,314 | $6,839-36.9% | $7,890-45.3% | $5,124-15.8% |