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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 | $75,457 | $63,156+19.5% | $122,354-38.3% | $62,293+21.1% |
| Participation rate | 65.0% | 60.0%+5.0pp | 71.6%-6.6pp | 69.5%-4.5pp |
| Annual return | 16.81% | 20.61%-3.8pp | 30.28%-13.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $618 | $1,385-55.4% | $4,051-84.7% | $2,042-69.7% |
| Participant deferral / active EE | $1,404 | $2,321-39.5% | $3,287-57.3% | $3,169-55.7% |
| Admin fee / account holder | $4,916 | $440+1017.5% | $5,479-10.3% | $479+925.5% |