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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 | $91,254 | $67,602+35.0% | $82,312+10.9% | $70,126+30.1% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.4pp |
| Annual return | 24.09% | 21.57%+2.5pp | 25.88%-1.8pp | 73.15%-49.1pp |
| Employer contribution / active EE | $694 | $1,755-60.5% | $2,428-71.4% | $2,343-70.4% |
| Participant deferral / active EE | $3,477 | $2,987+16.4% | $3,706-6.2% | $3,332+4.4% |
| Admin fee / account holder | $4,934 | $4,512+9.4% | $5,608-12.0% | $4,645+6.2% |