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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 | $66,164 | $73,787-10.3% | $98,716-33.0% | $82,448-19.8% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 19.83% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $936 | $1,511-38.1% | $2,279-58.9% | $2,551-63.3% |
| Participant deferral / active EE | $3,012 | $3,081-2.2% | $4,048-25.6% | $4,139-27.2% |
| Admin fee / account holder | $4,508 | $6,500-30.6% | $8,703-48.2% | $7,234-37.7% |