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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 | $71,484 | $58,493+22.2% | $84,023-14.9% | $72,976-2.0% |
| Participation rate | 56.8% | 61.2%-4.4pp | 69.0%-12.2pp | 69.5%-12.7pp |
| Annual return | 21.01% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $727 | $1,163-37.5% | $1,984-63.3% | $2,440-70.2% |
| Participant deferral / active EE | $1,955 | $2,394-18.3% | $3,239-39.6% | $3,608-45.8% |
| Admin fee / account holder | $5,346 | $4,569+17.0% | $6,102-12.4% | $5,124+4.3% |