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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 | $68,270 | $58,493+16.7% | $84,021-18.7% | $72,975-6.4% |
| Participation rate | 53.7% | 61.2%-7.5pp | 69.0%-15.3pp | 69.5%-15.8pp |
| Annual return | 23.06% | 28.93%-5.9pp | 71.32%-48.3pp | 81.01%-58.0pp |
| Employer contribution / active EE | $943 | $1,163-18.9% | $1,984-52.5% | $2,440-61.3% |
| Participant deferral / active EE | $2,116 | $2,394-11.6% | $3,239-34.7% | $3,608-41.3% |
| Admin fee / account holder | $10,180 | $4,569+122.8% | $6,102+66.8% | $5,124+98.7% |