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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 | $54,537 | $58,512-6.8% | $84,020-35.1% | $72,983-25.3% |
| Participation rate | 66.2% | 61.2%+5.0pp | 69.0%-2.8pp | 69.5%-3.3pp |
| Annual return | 19.01% | 28.93%-9.9pp | 71.31%-52.3pp | 81.01%-62.0pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $1,984-88.5% | $2,440-90.6% |
| Participant deferral / active EE | $2,214 | $2,394-7.5% | $3,239-31.6% | $3,608-38.6% |
| Admin fee / account holder | $1,037 | $4,569-77.3% | $6,101-83.0% | $5,124-79.8% |