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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 | $83,634 | $54,541+53.3% | $78,778+6.2% | $70,126+19.3% |
| Participation rate | 62.7% | 60.8%+1.9pp | 69.2%-6.4pp | 69.5%-6.8pp |
| Annual return | 15.12% | 21.07%-5.9pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $252 | $1,089-76.9% | $1,986-87.3% | $2,343-89.3% |
| Participant deferral / active EE | $2,571 | $2,210+16.3% | $2,958-13.1% | $3,332-22.8% |
| Admin fee / account holder | $6,576 | $3,709+77.3% | $5,134+28.1% | $4,645+41.6% |