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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 | $64,537 | $76,371-15.5% | $93,621-31.1% | $72,976-11.6% |
| Participation rate | 57.7% | 71.8%-14.1pp | 75.8%-18.1pp | 69.5%-11.8pp |
| Annual return | 21.60% | 25.82%-4.2pp | 32.76%-11.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $959 | $2,276-57.9% | $2,719-64.7% | $2,440-60.7% |
| Participant deferral / active EE | $4,238 | $3,538+19.8% | $4,070+4.1% | $3,608+17.5% |
| Admin fee / account holder | $1,251 | $6,839-81.7% | $7,890-84.1% | $5,124-75.6% |