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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 | $55,646 | $76,834-27.6% | $108,359-48.6% | $87,485-36.4% |
| Participation rate | 68.8% | 61.7%+7.0pp | 70.1%-1.4pp | 68.9%-0.2pp |
| Annual return | 15.90% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $472 | $1,556-69.7% | $2,399-80.3% | $2,596-81.8% |
| Participant deferral / active EE | $3,917 | $3,100+26.3% | $4,137-5.3% | $4,274-8.3% |
| Admin fee / account holder | $1,596 | $6,537-75.6% | $9,741-83.6% | $7,775-79.5% |