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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 | $71,182 | $49,791+43.0% | $78,210-9.0% | $70,126+1.5% |
| Participation rate | 65.8% | 62.3%+3.5pp | 68.7%-2.9pp | 69.5%-3.8pp |
| Annual return | 12.96% | 20.75%-7.8pp | 40.90%-27.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $597 | $1,430-58.3% | $2,034-70.7% | $2,343-74.5% |
| Participant deferral / active EE | $3,220 | $2,150+49.8% | $2,823+14.1% | $3,332-3.3% |
| Admin fee / account holder | $595 | $3,181-81.3% | $3,758-84.2% | $4,645-87.2% |