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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 | $65,809 | $73,787-10.8% | $98,716-33.3% | $82,448-20.2% |
| Participation rate | 62.9% | 61.4%+1.5pp | 69.3%-6.4pp | 68.1%-5.1pp |
| Annual return | 12.62% | 18.57%-5.9pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $759 | $1,511-49.8% | $2,279-66.7% | $2,551-70.2% |
| Participant deferral / active EE | $1,941 | $3,081-37.0% | $4,048-52.1% | $4,139-53.1% |
| Admin fee / account holder | $22,981 | $6,500+253.5% | $8,703+164.1% | $7,234+217.7% |