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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 | $61,359 | $78,015-21.3% | $178,505-65.6% | $80,959-24.2% |
| Participation rate | 69.1% | 65.7%+3.4pp | 77.1%-8.0pp | 67.7%+1.4pp |
| Annual return | 10.95% | 18.10%-7.1pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $938 | $2,281-58.9% | $3,955-76.3% | $2,757-66.0% |
| Participant deferral / active EE | $3,838 | $4,406-12.9% | $6,280-38.9% | $4,300-10.8% |
| Admin fee / account holder | $1,365 | $7,160-80.9% | $10,428-86.9% | $6,925-80.3% |