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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 | $63,223 | $67,602-6.5% | $82,312-23.2% | $70,126-9.8% |
| Participation rate | 59.2% | 72.8%-13.6pp | 76.9%-17.7pp | 69.5%-10.3pp |
| Annual return | 17.92% | 21.57%-3.6pp | 25.88%-8.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $939 | $1,755-46.5% | $2,428-61.3% | $2,343-59.9% |
| Participant deferral / active EE | $3,669 | $2,987+22.8% | $3,706-1.0% | $3,332+10.1% |
| Admin fee / account holder | $7,129 | $4,512+58.0% | $5,608+27.1% | $4,645+53.5% |