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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 | $79,089 | $58,627+34.9% | $76,735+3.1% | $82,448-4.1% |
| Participation rate | 56.3% | 63.2%-7.0pp | 69.5%-13.2pp | 68.1%-11.8pp |
| Annual return | 14.85% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $467 | $1,729-73.0% | $2,454-81.0% | $2,551-81.7% |
| Participant deferral / active EE | $4,716 | $3,134+50.5% | $4,088+15.4% | $4,139+13.9% |
| Admin fee / account holder | $6,660 | $5,323+25.1% | $7,189-7.4% | $7,234-7.9% |