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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 | $64,487 | $72,471-11.0% | $94,215-31.6% | $86,983-25.9% |
| Participation rate | 68.0% | 63.9%+4.1pp | 70.0%-2.0pp | 69.5%-1.5pp |
| Annual return | 16.65% | 26.44%-9.8pp | 28.22%-11.6pp | 25.83%-9.2pp |
| Employer contribution / active EE | $948 | $1,936-51.0% | $2,675-64.6% | $2,584-63.3% |
| Participant deferral / active EE | $6,000 | $3,397+76.7% | $4,276+40.3% | $4,194+43.1% |
| Admin fee / account holder | $1,440 | $6,468-77.7% | $10,216-85.9% | $7,856-81.7% |