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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 | $64,487 | $69,444-7.1% | $92,985-30.6% | $87,485-26.3% |
| Participation rate | 68.0% | 63.3%+4.7pp | 69.5%-1.5pp | 68.9%-0.9pp |
| Annual return | 16.65% | 23.85%-7.2pp | 27.99%-11.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $948 | $1,917-50.5% | $2,662-64.4% | $2,596-63.5% |
| Participant deferral / active EE | $6,000 | $3,364+78.4% | $4,377+37.1% | $4,274+40.4% |
| Admin fee / account holder | $1,440 | $6,137-76.5% | $9,463-84.8% | $7,775-81.5% |