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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 | $88,734 | $67,602+31.3% | $82,312+7.8% | $70,126+26.5% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.9pp | 69.5%-3.6pp |
| Annual return | 17.96% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $904 | $1,755-48.5% | $2,428-62.8% | $2,343-61.4% |
| Participant deferral / active EE | $3,222 | $2,987+7.9% | $3,706-13.1% | $3,332-3.3% |
| Admin fee / account holder | $1,636 | $4,512-63.7% | $5,608-70.8% | $4,645-64.8% |