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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 | $74,967 | $58,493+28.2% | $84,021-10.8% | $72,975+2.7% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 18.98% | 28.93%-10.0pp | 71.32%-52.3pp | 81.01%-62.0pp |
| Employer contribution / active EE | $721 | $1,163-38.0% | $1,984-63.7% | $2,440-70.4% |
| Participant deferral / active EE | $1,731 | $2,394-27.7% | $3,239-46.6% | $3,608-52.0% |
| Admin fee / account holder | $7,210 | $4,569+57.8% | $6,102+18.2% | $5,124+40.7% |