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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 | $66,353 | $77,574-14.5% | $108,753-39.0% | $86,983-23.7% |
| Participation rate | 69.8% | 62.3%+7.5pp | 71.1%-1.3pp | 69.5%+0.2pp |
| Annual return | 12.87% | 18.42%-5.5pp | 37.47%-24.6pp | 25.83%-13.0pp |
| Employer contribution / active EE | $443 | $1,611-72.5% | $2,427-81.7% | $2,584-82.8% |
| Participant deferral / active EE | $2,505 | $3,128-19.9% | $4,115-39.1% | $4,194-40.3% |
| Admin fee / account holder | $1,896 | $6,529-71.0% | $10,320-81.6% | $7,856-75.9% |