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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 | $68,465 | $72,607-5.7% | $90,259-24.1% | $87,485-21.7% |
| Participation rate | 59.5% | 64.8%-5.3pp | 70.7%-11.3pp | 68.9%-9.5pp |
| Annual return | 20.09% | 18.59%+1.5pp | 18.88%+1.2pp | 26.06%-6.0pp |
| Employer contribution / active EE | $721 | $1,919-62.5% | $2,291-68.5% | $2,596-72.2% |
| Participant deferral / active EE | $1,876 | $3,055-38.6% | $3,827-51.0% | $4,274-56.1% |
| Admin fee / account holder | $3,336 | $5,947-43.9% | $7,267-54.1% | $7,775-57.1% |