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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 | $67,794 | $59,440+14.1% | $78,004-13.1% | $82,637-18.0% |
| Participation rate | 52.8% | 62.8%-10.0pp | 69.4%-16.7pp | 68.1%-15.3pp |
| Annual return | 14.20% | 40.24%-26.0pp | 31.07%-16.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $669 | $1,750-61.8% | $2,469-72.9% | $2,552-73.8% |
| Participant deferral / active EE | $2,903 | $3,138-7.5% | $4,092-29.1% | $4,126-29.7% |
| Admin fee / account holder | $6,633 | $5,504+20.5% | $7,578-12.5% | $7,339-9.6% |