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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 | $62,425 | $58,851+6.1% | $115,167-45.8% | $72,976-14.5% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 18.07% | 23.16%-5.1pp | 35.60%-17.5pp | 81.02%-62.9pp |
| Employer contribution / active EE | $770 | $1,798-57.2% | $3,179-75.8% | $2,440-68.4% |
| Participant deferral / active EE | $1,985 | $2,643-24.9% | $4,169-52.4% | $3,608-45.0% |
| Admin fee / account holder | $1,631 | $6,370-74.4% | $7,089-77.0% | $5,124-68.2% |