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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 | $57,332 | $76,834-25.4% | $108,359-47.1% | $87,485-34.5% |
| Participation rate | 64.3% | 61.7%+2.6pp | 70.1%-5.8pp | 68.9%-4.6pp |
| Annual return | 12.53% | 19.09%-6.6pp | 36.89%-24.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,257 | $1,556+173.5% | $2,399+77.4% | $2,596+64.0% |
| Participant deferral / active EE | $2,528 | $3,100-18.4% | $4,137-38.9% | $4,274-40.8% |
| Admin fee / account holder | $972 | $6,537-85.1% | $9,741-90.0% | $7,775-87.5% |