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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 | $79,846 | $71,230+12.1% | $93,727-14.8% | $80,959-1.4% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.83%-119.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $796 | $1,565-49.2% | $2,421-67.1% | $2,757-71.1% |
| Participant deferral / active EE | $4,236 | $4,037+4.9% | $4,417-4.1% | $4,300-1.5% |
| Admin fee / account holder | $7,273 | $6,961+4.5% | $8,292-12.3% | $6,925+5.0% |