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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 | $66,353 | $83,898-20.9% | $133,346-50.2% | $94,015-29.4% |
| Participation rate | 69.8% | 63.4%+6.4pp | 72.8%-3.1pp | 70.8%-1.1pp |
| Annual return | 12.87% | 16.00%-3.1pp | 36.85%-24.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $443 | $1,821-75.6% | $2,853-84.5% | $2,790-84.1% |
| Participant deferral / active EE | $2,505 | $3,245-22.8% | $4,332-42.2% | $4,249-41.1% |
| Admin fee / account holder | $1,896 | $7,809-75.7% | $14,264-86.7% | $8,951-78.8% |