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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 | $74,535+1.6% | $100,712-24.8% | $82,637-8.3% |
| Participation rate | 67.1% | 61.2%+5.9pp | 69.3%-2.2pp | 68.1%-0.9pp |
| Annual return | 15.33% | 18.92%-3.6pp | 33.27%-17.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $748 | $1,503-50.2% | $2,313-67.6% | $2,552-70.7% |
| Participant deferral / active EE | $2,349 | $3,074-23.6% | $4,085-42.5% | $4,126-43.1% |
| Admin fee / account holder | $3,472 | $6,576-47.2% | $9,256-62.5% | $7,339-52.7% |