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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 | $74,535-8.0% | $100,712-31.9% | $82,637-17.0% |
| Participation rate | 67.6% | 61.2%+6.5pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 14.47% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $558 | $1,503-62.8% | $2,313-75.9% | $2,552-78.1% |
| Participant deferral / active EE | $3,885 | $3,074+26.4% | $4,085-4.9% | $4,126-5.8% |
| Admin fee / account holder | $9,943 | $6,576+51.2% | $9,256+7.4% | $7,339+35.5% |