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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 | $69,273-1.2% | $90,796-24.6% | $82,637-17.2% |
| Participation rate | 59.5% | 64.0%-4.6pp | 69.5%-10.0pp | 68.1%-8.6pp |
| Annual return | 20.09% | 18.37%+1.7pp | 19.29%+0.8pp | 53.51%-33.4pp |
| Employer contribution / active EE | $721 | $1,865-61.4% | $2,294-68.6% | $2,552-71.8% |
| Participant deferral / active EE | $1,876 | $3,047-38.4% | $3,822-50.9% | $4,126-54.5% |
| Admin fee / account holder | $3,336 | $5,511-39.5% | $7,024-52.5% | $7,339-54.5% |