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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 | $108,822 | $58,493+86.0% | $84,021+29.5% | $72,975+49.1% |
| Participation rate | 48.7% | 61.2%-12.5pp | 69.0%-20.3pp | 69.5%-20.8pp |
| Annual return | 22.79% | 28.93%-6.1pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $959 | $1,163-17.5% | $1,984-51.7% | $2,440-60.7% |
| Participant deferral / active EE | $2,245 | $2,394-6.2% | $3,239-30.7% | $3,608-37.8% |
| Admin fee / account holder | $5,265 | $4,569+15.2% | $6,102-13.7% | $5,124+2.8% |