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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 | $72,224 | $60,349+19.7% | $74,184-2.6% | $62,881+14.9% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 24.37% | 21.38%+3.0pp | 17.74%+6.6pp | 20.14%+4.2pp |
| Employer contribution / active EE | $580 | $1,680-65.5% | $2,370-75.5% | $2,281-74.6% |
| Participant deferral / active EE | $1,579 | $2,856-44.7% | $3,550-55.5% | $3,203-50.7% |
| Admin fee / account holder | $16,936 | $4,261+297.5% | $5,586+203.2% | $4,296+294.2% |