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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 | $69,922 | $60,349+15.9% | $74,184-5.7% | $62,881+11.2% |
| Participation rate | 58.6% | 72.7%-14.1pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 7.15% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $540 | $1,680-67.9% | $2,370-77.2% | $2,281-76.3% |
| Participant deferral / active EE | $2,184 | $2,856-23.5% | $3,550-38.5% | $3,203-31.8% |
| Admin fee / account holder | $5,680 | $4,261+33.3% | $5,586+1.7% | $4,296+32.2% |