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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 | $52,879 | $55,889-5.4% | $76,119-30.5% | $80,935-34.7% |
| Participation rate | 62.2% | 62.1%+0.1pp | 69.1%-6.9pp | 67.7%-5.5pp |
| Annual return | 14.61% | 20.58%-6.0pp | 361.25%-346.6pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,578 | $1,866-15.4% | $2,693-41.4% | $2,757-42.7% |
| Participant deferral / active EE | $4,079 | $3,051+33.7% | $4,259-4.2% | $4,299-5.1% |
| Admin fee / account holder | $660 | $5,241-87.4% | $6,421-89.7% | $6,924-90.5% |