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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 | $66,866 | $60,349+10.8% | $74,184-9.9% | $62,881+6.3% |
| Participation rate | 54.3% | 72.7%-18.4pp | 76.6%-22.3pp | 69.3%-15.0pp |
| Annual return | 7.68% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $498 | $1,680-70.4% | $2,370-79.0% | $2,281-78.2% |
| Participant deferral / active EE | $2,202 | $2,856-22.9% | $3,550-38.0% | $3,203-31.2% |
| Admin fee / account holder | $4,326 | $4,261+1.5% | $5,586-22.5% | $4,296+0.7% |