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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 | $61,657 | $52,580+17.3% | $71,671-14.0% | $70,124-12.1% |
| Participation rate | 59.3% | 60.9%-1.6pp | 68.7%-9.5pp | 69.5%-10.3pp |
| Annual return | 15.19% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $653 | $1,616-59.6% | $2,460-73.4% | $2,342-72.1% |
| Participant deferral / active EE | $2,744 | $2,386+15.0% | $3,438-20.2% | $3,332-17.6% |
| Admin fee / account holder | $2,275 | $3,653-37.7% | $5,558-59.1% | $4,645-51.0% |