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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 | $66,382 | $76,371-13.1% | $93,621-29.1% | $72,975-9.0% |
| Participation rate | 56.8% | 71.8%-15.0pp | 75.8%-19.1pp | 69.5%-12.7pp |
| Annual return | 23.67% | 25.82%-2.1pp | 32.76%-9.1pp | 81.01%-57.3pp |
| Employer contribution / active EE | $993 | $2,276-56.4% | $2,719-63.5% | $2,440-59.3% |
| Participant deferral / active EE | $4,966 | $3,538+40.4% | $4,070+22.0% | $3,608+37.7% |
| Admin fee / account holder | $7,983 | $6,839+16.7% | $7,890+1.2% | $5,124+55.8% |