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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 | $62,999 | $54,541+15.5% | $78,778-20.0% | $70,126-10.2% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 20.53% | 21.07%-0.5pp | 35.62%-15.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $402 | $1,089-63.1% | $1,986-79.8% | $2,343-82.9% |
| Participant deferral / active EE | $1,277 | $2,210-42.2% | $2,958-56.8% | $3,332-61.7% |
| Admin fee / account holder | $466 | $3,709-87.4% | $5,134-90.9% | $4,645-90.0% |