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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 | $64,388 | $69,444-7.3% | $92,985-30.8% | $87,485-26.4% |
| Participation rate | 64.7% | 63.3%+1.4pp | 69.5%-4.8pp | 68.9%-4.2pp |
| Annual return | 14.12% | 23.85%-9.7pp | 27.99%-13.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $778 | $1,917-59.4% | $2,662-70.8% | $2,596-70.0% |
| Participant deferral / active EE | $2,367 | $3,364-29.6% | $4,377-45.9% | $4,274-44.6% |
| Admin fee / account holder | $449 | $6,137-92.7% | $9,463-95.3% | $7,775-94.2% |