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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 | $63,890 | $46,877+36.3% | $122,354-47.8% | $70,126-8.9% |
| Participation rate | 59.2% | 58.2%+1.0pp | 71.6%-12.5pp | 69.5%-10.4pp |
| Annual return | 16.44% | 24.22%-7.8pp | 30.28%-13.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $486 | $1,288-62.3% | $4,051-88.0% | $2,343-79.3% |
| Participant deferral / active EE | $1,795 | $2,167-17.2% | $3,287-45.4% | $3,332-46.1% |
| Admin fee / account holder | $4,385 | $3,324+31.9% | $5,479-20.0% | $4,645-5.6% |