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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 | $57,696 | $76,834-24.9% | $108,359-46.8% | $87,485-34.1% |
| Participation rate | 67.5% | 61.7%+5.8pp | 70.1%-2.6pp | 68.9%-1.4pp |
| Annual return | 18.32% | 19.09%-0.8pp | 36.89%-18.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $999 | $1,556-35.8% | $2,399-58.4% | $2,596-61.5% |
| Participant deferral / active EE | $1,698 | $3,100-45.2% | $4,137-59.0% | $4,274-60.3% |
| Admin fee / account holder | $4,205 | $6,537-35.7% | $9,741-56.8% | $7,775-45.9% |