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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 | $69,510 | $58,627+18.6% | $76,735-9.4% | $82,448-15.7% |
| Participation rate | 64.7% | 63.2%+1.5pp | 69.5%-4.8pp | 68.1%-3.4pp |
| Annual return | 13.27% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,219 | $1,729-29.5% | $2,454-50.3% | $2,551-52.2% |
| Participant deferral / active EE | $2,347 | $3,134-25.1% | $4,088-42.6% | $4,139-43.3% |
| Admin fee / account holder | $8,021 | $5,323+50.7% | $7,189+11.6% | $7,234+10.9% |