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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 | $68,947 | $71,215-3.2% | $93,696-26.4% | $80,935-14.8% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-1.9pp |
| Annual return | 11.63% | 11.27%+0.4pp | 133.74%-122.1pp | 35.66%-24.0pp |
| Employer contribution / active EE | $401 | $1,565-74.4% | $2,422-83.4% | $2,757-85.5% |
| Participant deferral / active EE | $4,722 | $4,037+17.0% | $4,417+6.9% | $4,299+9.8% |
| Admin fee / account holder | $1,527 | $6,958-78.1% | $8,287-81.6% | $6,924-78.0% |