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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 | $58,202 | $72,269-19.5% | $101,271-42.5% | $79,852-27.1% |
| Participation rate | 68.9% | 68.5%+0.4pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 15.69% | 22.29%-6.6pp | 46.48%-30.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $920 | $2,692-65.8% | $3,660-74.9% | $2,471-62.8% |
| Participant deferral / active EE | $3,174 | $3,282-3.3% | $4,371-27.4% | $3,740-15.1% |
| Admin fee / account holder | $3,807 | $4,401-13.5% | $5,948-36.0% | $5,306-28.3% |