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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 | $67,065 | $73,787-9.1% | $98,716-32.1% | $82,448-18.7% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 16.43% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,429 | $1,511-5.4% | $2,279-37.3% | $2,551-44.0% |
| Participant deferral / active EE | $2,478 | $3,081-19.6% | $4,048-38.8% | $4,139-40.1% |
| Admin fee / account holder | $699 | $6,500-89.2% | $8,703-92.0% | $7,234-90.3% |