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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 | $72,402 | $73,787-1.9% | $98,716-26.7% | $82,448-12.2% |
| Participation rate | 63.7% | 61.4%+2.3pp | 69.3%-5.6pp | 68.1%-4.3pp |
| Annual return | 21.63% | 18.57%+3.1pp | 31.81%-10.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $710 | $1,511-53.0% | $2,279-68.9% | $2,551-72.2% |
| Participant deferral / active EE | $5,683 | $3,081+84.4% | $4,048+40.4% | $4,139+37.3% |
| Admin fee / account holder | $3,084 | $6,500-52.6% | $8,703-64.6% | $7,234-57.4% |