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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 | $99,739 | $73,787+35.2% | $98,716+1.0% | $82,448+21.0% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.3%-6.0pp | 68.1%-4.7pp |
| Annual return | 15.17% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $789 | $1,511-47.8% | $2,279-65.4% | $2,551-69.1% |
| Participant deferral / active EE | $3,451 | $3,081+12.0% | $4,048-14.7% | $4,139-16.6% |
| Admin fee / account holder | $6,618 | $6,500+1.8% | $8,703-24.0% | $7,234-8.5% |