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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 | $58,627+10.0% | $76,735-16.0% | $82,448-21.8% |
| Participation rate | 68.0% | 63.2%+4.8pp | 69.5%-1.5pp | 68.1%-0.1pp |
| Annual return | 16.65% | 39.10%-22.5pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $948 | $1,729-45.2% | $2,454-61.4% | $2,551-62.8% |
| Participant deferral / active EE | $6,000 | $3,134+91.5% | $4,088+46.8% | $4,139+45.0% |
| Admin fee / account holder | $1,440 | $5,323-72.9% | $7,189-80.0% | $7,234-80.1% |