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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 | $67,483 | $71,215-5.2% | $93,696-28.0% | $80,935-16.6% |
| Participation rate | 55.3% | 60.4%-5.1pp | 68.7%-13.4pp | 67.7%-12.4pp |
| Annual return | 19.49% | 11.27%+8.2pp | 133.74%-114.2pp | 35.66%-16.2pp |
| Employer contribution / active EE | $679 | $1,565-56.6% | $2,422-72.0% | $2,757-75.4% |
| Participant deferral / active EE | $3,233 | $4,037-19.9% | $4,417-26.8% | $4,299-24.8% |
| Admin fee / account holder | $8,946 | $6,958+28.6% | $8,287+8.0% | $6,924+29.2% |