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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 | $66,341 | $54,541+21.6% | $78,778-15.8% | $70,126-5.4% |
| Participation rate | 58.5% | 60.8%-2.3pp | 69.2%-10.7pp | 69.5%-11.0pp |
| Annual return | 21.49% | 21.07%+0.4pp | 35.62%-14.1pp | 73.15%-51.7pp |
| Employer contribution / active EE | $333 | $1,089-69.4% | $1,986-83.2% | $2,343-85.8% |
| Participant deferral / active EE | $2,532 | $2,210+14.5% | $2,958-14.4% | $3,332-24.0% |
| Admin fee / account holder | $467 | $3,709-87.4% | $5,134-90.9% | $4,645-90.0% |