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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 | $74,558 | $58,493+27.5% | $84,021-11.3% | $72,975+2.2% |
| Participation rate | 60.7% | 61.2%-0.5pp | 69.0%-8.3pp | 69.5%-8.8pp |
| Annual return | 16.74% | 28.93%-12.2pp | 71.32%-54.6pp | 81.01%-64.3pp |
| Employer contribution / active EE | $744 | $1,163-36.0% | $1,984-62.5% | $2,440-69.5% |
| Participant deferral / active EE | $2,098 | $2,394-12.4% | $3,239-35.2% | $3,608-41.8% |
| Admin fee / account holder | $11,995 | $4,569+162.5% | $6,102+96.6% | $5,124+134.1% |