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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 | $66,493 | $41,377+60.7% | $109,313-39.2% | $62,881+5.7% |
| Participation rate | 64.5% | 57.5%+7.0pp | 71.3%-6.8pp | 69.3%-4.8pp |
| Annual return | 7.99% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $734 | $1,276-42.5% | $3,892-81.2% | $2,281-67.8% |
| Participant deferral / active EE | $2,851 | $2,045+39.4% | $3,166-9.9% | $3,203-11.0% |
| Admin fee / account holder | $3,362 | $2,884+16.6% | $5,666-40.7% | $4,296-21.7% |