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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 | $69,413 | $63,845+8.7% | $81,370-14.7% | $80,959-14.3% |
| Participation rate | 21.7% | 63.9%-42.2pp | 69.5%-47.9pp | 67.7%-46.0pp |
| Annual return | 16.02% | 16.37%-0.3pp | 24.85%-8.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $434 | $1,980-78.1% | $2,464-82.4% | $2,757-84.3% |
| Participant deferral / active EE | $1,673 | $3,093-45.9% | $3,885-56.9% | $4,300-61.1% |
| Admin fee / account holder | $14,477 | $5,688+154.5% | $5,749+151.8% | $6,925+109.0% |