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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 | $96,448 | $72,486+33.1% | $87,103+10.7% | $72,976+32.2% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 25.64% | 24.46%+1.2pp | 28.19%-2.6pp | 81.02%-55.4pp |
| Employer contribution / active EE | $779 | $1,894-58.9% | $2,521-69.1% | $2,440-68.1% |
| Participant deferral / active EE | $1,968 | $3,270-39.8% | $4,049-51.4% | $3,608-45.5% |
| Admin fee / account holder | $6,274 | $5,055+24.1% | $7,491-16.3% | $5,124+22.4% |