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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 | $80,292 | $73,787+8.8% | $98,716-18.7% | $82,448-2.6% |
| Participation rate | 61.0% | 61.4%-0.4pp | 69.3%-8.3pp | 68.1%-7.1pp |
| Annual return | 15.92% | 18.57%-2.6pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $805 | $1,511-46.8% | $2,279-64.7% | $2,551-68.5% |
| Participant deferral / active EE | $3,009 | $3,081-2.3% | $4,048-25.7% | $4,139-27.3% |
| Admin fee / account holder | $5,758 | $6,500-11.4% | $8,703-33.8% | $7,234-20.4% |