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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 | $51,004 | $54,541-6.5% | $78,778-35.3% | $70,126-27.3% |
| Participation rate | 64.9% | 60.8%+4.1pp | 69.2%-4.3pp | 69.5%-4.7pp |
| Annual return | 20.36% | 21.07%-0.7pp | 35.62%-15.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $470 | $1,089-56.8% | $1,986-76.3% | $2,343-79.9% |
| Participant deferral / active EE | $2,662 | $2,210+20.4% | $2,958-10.0% | $3,332-20.1% |
| Admin fee / account holder | $7,733 | $3,709+108.5% | $5,134+50.6% | $4,645+66.5% |