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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 | $63,731 | $47,848+33.2% | $81,473-21.8% | $70,126-9.1% |
| Participation rate | 64.3% | 58.3%+6.0pp | 68.0%-3.7pp | 69.5%-5.3pp |
| Annual return | 17.59% | 27.25%-9.7pp | 38.78%-21.2pp | 73.15%-55.6pp |
| Employer contribution / active EE | $609 | $1,527-60.1% | $2,568-76.3% | $2,343-74.0% |
| Participant deferral / active EE | $1,619 | $2,453-34.0% | $3,537-54.2% | $3,332-51.4% |
| Admin fee / account holder | $1,509 | $3,145-52.0% | $4,561-66.9% | $4,645-67.5% |