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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 | $57,799 | $76,834-24.8% | $108,359-46.7% | $87,485-33.9% |
| Participation rate | 65.6% | 61.7%+3.9pp | 70.1%-4.5pp | 68.9%-3.3pp |
| Annual return | 15.14% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $840 | $1,556-46.0% | $2,399-65.0% | $2,596-67.6% |
| Participant deferral / active EE | $3,928 | $3,100+26.7% | $4,137-5.1% | $4,274-8.1% |
| Admin fee / account holder | $2,371 | $6,537-63.7% | $9,741-75.7% | $7,775-69.5% |