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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 | $70,952 | $109,620-35.3% | $148,496-52.2% | $94,015-24.5% |
| Participation rate | 69.9% | 71.3%-1.4pp | 76.0%-6.2pp | 70.8%-0.9pp |
| Annual return | 12.60% | 17.54%-4.9pp | 12.33%+0.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $707 | $2,618-73.0% | $3,497-79.8% | $2,790-74.6% |
| Participant deferral / active EE | $2,764 | $3,831-27.8% | $4,808-42.5% | $4,249-35.0% |
| Admin fee / account holder | $6,807 | $10,050-32.3% | $19,547-65.2% | $8,951-24.0% |