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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 | $70,259 | $64,909+8.2% | $82,312-14.6% | $62,293+12.8% |
| Participation rate | 60.4% | 74.9%-14.5pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 15.77% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $753 | $1,676-55.1% | $2,428-69.0% | $2,042-63.1% |
| Participant deferral / active EE | $1,808 | $3,103-41.7% | $3,706-51.2% | $3,169-43.0% |
| Admin fee / account holder | $565 | $440+28.6% | $5,608-89.9% | $479+17.9% |