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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 | $62,268 | $56,544+10.1% | $75,501-17.5% | $70,126-11.2% |
| Participation rate | 64.3% | 68.1%-3.8pp | 72.4%-8.1pp | 69.5%-5.3pp |
| Annual return | 13.60% | 23.59%-10.0pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,437 | $1,817-20.9% | $2,352-38.9% | $2,343-38.7% |
| Participant deferral / active EE | $1,004 | $2,580-61.1% | $3,142-68.0% | $3,332-69.9% |
| Admin fee / account holder | $1,943 | $3,827-49.2% | $5,801-66.5% | $4,645-58.2% |