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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 | $75,776 | $73,787+2.7% | $98,716-23.2% | $82,448-8.1% |
| Participation rate | 62.8% | 61.4%+1.4pp | 69.3%-6.5pp | 68.1%-5.3pp |
| Annual return | 21.50% | 18.57%+2.9pp | 31.81%-10.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $944 | $1,511-37.5% | $2,279-58.6% | $2,551-63.0% |
| Participant deferral / active EE | $3,408 | $3,081+10.6% | $4,048-15.8% | $4,139-17.7% |
| Admin fee / account holder | $2,465 | $6,500-62.1% | $8,703-71.7% | $7,234-65.9% |