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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 | $50,792 | $59,839-15.1% | $81,988-38.0% | $79,858-36.4% |
| Participation rate | 66.3% | 61.6%+4.7pp | 69.3%-2.9pp | 69.6%-3.3pp |
| Annual return | 17.08% | 17.56%-0.5pp | 41.31%-24.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $894 | $1,713-47.8% | $2,498-64.2% | $2,471-63.8% |
| Participant deferral / active EE | $2,066 | $2,695-23.3% | $3,722-44.5% | $3,740-44.8% |
| Admin fee / account holder | $5,709 | $4,287+33.2% | $5,665+0.8% | $5,306+7.6% |