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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 | $52,715 | $49,249+7.0% | $70,476-25.2% | $79,852-34.0% |
| Participation rate | 67.4% | 69.2%-1.8pp | 75.1%-7.7pp | 69.6%-2.2pp |
| Annual return | 13.45% | 30.09%-16.6pp | 109.12%-95.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $410 | $2,100-80.5% | $2,738-85.0% | $2,471-83.4% |
| Participant deferral / active EE | $1,486 | $2,769-46.3% | $3,710-59.9% | $3,740-60.3% |
| Admin fee / account holder | $539 | $2,878-81.3% | $3,847-86.0% | $5,306-89.8% |