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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 | $79,738 | $71,208+12.0% | $93,681-14.9% | $80,911-1.4% |
| Participation rate | 62.9% | 60.4%+2.5pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 13.03% | 11.27%+1.8pp | 133.47%-120.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $699 | $1,564-55.3% | $2,422-71.1% | $2,756-74.6% |
| Participant deferral / active EE | $4,061 | $4,035+0.6% | $4,415-8.0% | $4,297-5.5% |
| Admin fee / account holder | $8,747 | $6,951+25.8% | $8,290+5.5% | $6,935+26.1% |