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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 | $57,870 | $49,025+18.0% | $87,502-33.9% | $62,881-8.0% |
| Participation rate | 65.3% | 64.9%+0.4pp | 73.8%-8.5pp | 69.3%-4.0pp |
| Annual return | 8.29% | 10.02%-1.7pp | 12.21%-3.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $300 | $1,372-78.1% | $2,550-88.2% | $2,281-86.9% |
| Participant deferral / active EE | $2,004 | $2,289-12.5% | $3,149-36.4% | $3,203-37.4% |
| Admin fee / account holder | $1,270 | $4,065-68.8% | $4,221-69.9% | $4,296-70.4% |