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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 | $64,875 | $65,027-0.2% | $90,970-28.7% | $79,852-18.8% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 11.64% | 30.45%-18.8pp | 134.58%-122.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $818 | $1,247-34.4% | $2,122-61.5% | $2,471-66.9% |
| Participant deferral / active EE | $2,142 | $2,512-14.7% | $3,373-36.5% | $3,740-42.7% |
| Admin fee / account holder | $6,331 | $4,535+39.6% | $5,960+6.2% | $5,306+19.3% |