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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 | $74,264 | $58,493+27.0% | $84,023-11.6% | $72,976+1.8% |
| Participation rate | 59.6% | 61.2%-1.7pp | 69.0%-9.4pp | 69.5%-9.9pp |
| Annual return | 17.71% | 28.93%-11.2pp | 71.32%-53.6pp | 81.02%-63.3pp |
| Employer contribution / active EE | $464 | $1,163-60.1% | $1,984-76.6% | $2,440-81.0% |
| Participant deferral / active EE | $1,633 | $2,394-31.8% | $3,239-49.6% | $3,608-54.7% |
| Admin fee / account holder | $8,143 | $4,569+78.2% | $6,102+33.5% | $5,124+58.9% |