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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 | $66,216 | $54,541+21.4% | $78,778-15.9% | $70,126-5.6% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 19.96% | 21.07%-1.1pp | 35.62%-15.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $630 | $1,089-42.1% | $1,986-68.3% | $2,343-73.1% |
| Participant deferral / active EE | $2,767 | $2,210+25.2% | $2,958-6.5% | $3,332-17.0% |
| Admin fee / account holder | $1,779 | $3,709-52.0% | $5,134-65.3% | $4,645-61.7% |