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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 | $67,796 | $54,541+24.3% | $78,778-13.9% | $70,126-3.3% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.1pp |
| Annual return | 14.52% | 21.07%-6.6pp | 35.62%-21.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $605 | $1,089-44.4% | $1,986-69.5% | $2,343-74.2% |
| Participant deferral / active EE | $1,793 | $2,210-18.9% | $2,958-39.4% | $3,332-46.2% |
| Admin fee / account holder | $4,454 | $3,709+20.1% | $5,134-13.2% | $4,645-4.1% |