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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 | $75,756 | $73,787+2.7% | $98,716-23.3% | $82,448-8.1% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.3%-2.2pp | 68.1%-1.0pp |
| Annual return | 15.33% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $748 | $1,511-50.5% | $2,279-67.2% | $2,551-70.7% |
| Participant deferral / active EE | $2,349 | $3,081-23.8% | $4,048-42.0% | $4,139-43.3% |
| Admin fee / account holder | $3,472 | $6,500-46.6% | $8,703-60.1% | $7,234-52.0% |