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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 | $62,970 | $52,306+20.4% | $69,779-9.8% | $62,881+0.1% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | 7.80% | 13.35%-5.6pp | 12.99%-5.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $576 | $1,799-68.0% | $2,338-75.4% | $2,281-74.7% |
| Participant deferral / active EE | $2,013 | $2,395-15.9% | $2,931-31.3% | $3,203-37.1% |
| Admin fee / account holder | $1,513 | $3,691-59.0% | $4,381-65.5% | $4,296-64.8% |