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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 | $72,402 | $74,535-2.9% | $100,712-28.1% | $82,637-12.4% |
| Participation rate | 63.7% | 61.2%+2.6pp | 69.3%-5.5pp | 68.1%-4.3pp |
| Annual return | 21.63% | 18.92%+2.7pp | 33.27%-11.6pp | 53.51%-31.9pp |
| Employer contribution / active EE | $710 | $1,503-52.8% | $2,313-69.3% | $2,552-72.2% |
| Participant deferral / active EE | $5,683 | $3,074+84.9% | $4,085+39.1% | $4,126+37.7% |
| Admin fee / account holder | $3,084 | $6,576-53.1% | $9,256-66.7% | $7,339-58.0% |