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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 | $61,913 | $64,920-4.6% | $103,693-40.3% | $86,983-28.8% |
| Participation rate | 64.2% | 63.6%+0.6pp | 72.6%-8.5pp | 69.5%-5.4pp |
| Annual return | 17.02% | 30.29%-13.3pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $197 | $2,141-90.8% | $2,920-93.3% | $2,584-92.4% |
| Participant deferral / active EE | $3,910 | $3,241+20.6% | $4,579-14.6% | $4,194-6.8% |
| Admin fee / account holder | $1,691 | $6,191-72.7% | $7,858-78.5% | $7,856-78.5% |