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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 | $69,843 | $71,215-1.9% | $93,696-25.5% | $80,935-13.7% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.7%-9.3pp |
| Annual return | 10.68% | 11.27%-0.6pp | 133.74%-123.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $927 | $1,565-40.8% | $2,422-61.7% | $2,757-66.4% |
| Participant deferral / active EE | $4,053 | $4,037+0.4% | $4,417-8.2% | $4,299-5.7% |
| Admin fee / account holder | $5,161 | $6,958-25.8% | $8,287-37.7% | $6,924-25.5% |