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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 | $57,230 | $67,606-15.3% | $82,313-30.5% | $70,124-18.4% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.9%-14.0pp | 69.5%-6.7pp |
| Annual return | 18.51% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $676 | $1,755-61.5% | $2,428-72.2% | $2,342-71.1% |
| Participant deferral / active EE | $3,486 | $2,987+16.7% | $3,706-5.9% | $3,332+4.6% |
| Admin fee / account holder | $2,923 | $4,512-35.2% | $5,608-47.9% | $4,645-37.1% |