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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 | $73,720 | $65,034+13.4% | $90,970-19.0% | $79,856-7.7% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 14.73% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $271 | $1,247-78.3% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $1,820 | $2,512-27.6% | $3,373-46.0% | $3,741-51.3% |
| Admin fee / account holder | $3,496 | $4,536-22.9% | $5,961-41.3% | $5,306-34.1% |