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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 | $65,735 | $74,535-11.8% | $100,712-34.7% | $82,637-20.5% |
| Participation rate | 62.1% | 61.2%+0.9pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 15.47% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $467 | $1,503-68.9% | $2,313-79.8% | $2,552-81.7% |
| Participant deferral / active EE | $2,597 | $3,074-15.5% | $4,085-36.4% | $4,126-37.1% |
| Admin fee / account holder | $1,164 | $6,576-82.3% | $9,256-87.4% | $7,339-84.1% |