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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 | $66,565 | $75,541-11.9% | $152,093-56.2% | $82,637-19.4% |
| Participation rate | 65.3% | 66.5%-1.2pp | 77.8%-12.4pp | 68.1%-2.7pp |
| Annual return | 15.29% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $778 | $2,622-70.3% | $4,175-81.4% | $2,552-69.5% |
| Participant deferral / active EE | $4,974 | $3,206+55.2% | $5,451-8.8% | $4,126+20.5% |
| Admin fee / account holder | $2,098 | $6,405-67.2% | $14,497-85.5% | $7,339-71.4% |