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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 | $77,574-6.7% | $108,753-33.4% | $86,983-16.8% |
| Participation rate | 63.7% | 62.3%+1.4pp | 71.1%-7.3pp | 69.5%-5.8pp |
| Annual return | 21.63% | 18.42%+3.2pp | 37.47%-15.8pp | 25.83%-4.2pp |
| Employer contribution / active EE | $710 | $1,611-55.9% | $2,427-70.8% | $2,584-72.5% |
| Participant deferral / active EE | $5,683 | $3,128+81.6% | $4,115+38.1% | $4,194+35.5% |
| Admin fee / account holder | $3,084 | $6,529-52.8% | $10,320-70.1% | $7,856-60.7% |