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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 | $73,787-24.6% | $98,716-43.6% | $82,448-32.5% |
| Participation rate | 68.8% | 61.4%+7.3pp | 69.3%-0.5pp | 68.1%+0.7pp |
| Annual return | 15.90% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $472 | $1,511-68.8% | $2,279-79.3% | $2,551-81.5% |
| Participant deferral / active EE | $3,917 | $3,081+27.1% | $4,048-3.2% | $4,139-5.4% |
| Admin fee / account holder | $1,596 | $6,500-75.4% | $8,703-81.7% | $7,234-77.9% |