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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 | $65,251 | $53,777+21.3% | $134,155-51.4% | $79,858-18.3% |
| Participation rate | 62.1% | 58.8%+3.4pp | 72.2%-10.1pp | 69.6%-7.5pp |
| Annual return | 13.45% | 19.01%-5.6pp | 36.34%-22.9pp | 31.72%-18.3pp |
| Employer contribution / active EE | $871 | $1,321-34.1% | $3,705-76.5% | $2,471-64.8% |
| Participant deferral / active EE | $2,844 | $2,420+17.5% | $3,500-18.7% | $3,740-24.0% |
| Admin fee / account holder | $1,374 | $3,984-65.5% | $6,685-79.4% | $5,306-74.1% |