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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 | $76,903 | $72,269+6.4% | $101,271-24.1% | $79,852-3.7% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 13.58% | 22.29%-8.7pp | 46.48%-32.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $992 | $2,692-63.1% | $3,660-72.9% | $2,471-59.9% |
| Participant deferral / active EE | $2,185 | $3,282-33.4% | $4,371-50.0% | $3,740-41.6% |
| Admin fee / account holder | $1,566 | $4,401-64.4% | $5,948-73.7% | $5,306-70.5% |