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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 | $68,990 | $64,359+7.2% | $90,161-23.5% | $70,126-1.6% |
| Participation rate | 68.8% | 70.4%-1.7pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 15.92% | 28.13%-12.2pp | 34.89%-19.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $549 | $2,046-73.1% | $3,318-83.4% | $2,343-76.6% |
| Participant deferral / active EE | $4,814 | $4,389+9.7% | $5,287-8.9% | $3,332+44.5% |
| Admin fee / account holder | $11,962 | $3,945+203.2% | $5,943+101.3% | $4,645+157.5% |