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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 | $71,698 | $54,541+31.5% | $78,778-9.0% | $70,126+2.2% |
| Participation rate | 52.2% | 60.8%-8.6pp | 69.2%-17.0pp | 69.5%-17.3pp |
| Annual return | 15.40% | 21.07%-5.7pp | 35.62%-20.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $473 | $1,089-56.6% | $1,986-76.2% | $2,343-79.8% |
| Participant deferral / active EE | $2,506 | $2,210+13.4% | $2,958-15.3% | $3,332-24.8% |
| Admin fee / account holder | $3,853 | $3,709+3.9% | $5,134-24.9% | $4,645-17.1% |