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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 | $68,591 | $73,787-7.0% | $98,716-30.5% | $82,448-16.8% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 14.47% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $558 | $1,511-63.0% | $2,279-75.5% | $2,551-78.1% |
| Participant deferral / active EE | $3,885 | $3,081+26.1% | $4,048-4.0% | $4,139-6.1% |
| Admin fee / account holder | $9,943 | $6,500+53.0% | $8,703+14.2% | $7,234+37.4% |