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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 | $60,844 | $54,541+11.6% | $78,778-22.8% | $70,124-13.2% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.5pp | 69.5%-1.8pp |
| Annual return | 15.19% | 21.07%-5.9pp | 35.62%-20.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $588 | $1,089-46.0% | $1,986-70.4% | $2,342-74.9% |
| Participant deferral / active EE | $3,467 | $2,210+56.9% | $2,958+17.2% | $3,332+4.1% |
| Admin fee / account holder | $4,810 | $3,709+29.7% | $5,134-6.3% | $4,645+3.5% |