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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 | $82,038 | $72,471+13.2% | $94,215-12.9% | $86,983-5.7% |
| Participation rate | 60.3% | 63.9%-3.6pp | 70.0%-9.7pp | 69.5%-9.3pp |
| Annual return | 14.94% | 26.44%-11.5pp | 28.22%-13.3pp | 25.83%-10.9pp |
| Employer contribution / active EE | $598 | $1,936-69.1% | $2,675-77.6% | $2,584-76.8% |
| Participant deferral / active EE | $4,227 | $3,397+24.4% | $4,276-1.2% | $4,194+0.8% |
| Admin fee / account holder | $11,514 | $6,468+78.0% | $10,216+12.7% | $7,856+46.6% |