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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 | $83,738 | $54,541+53.5% | $78,778+6.3% | $70,126+19.4% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 16.55% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $944 | $1,089-13.3% | $1,986-52.5% | $2,343-59.7% |
| Participant deferral / active EE | $2,495 | $2,210+12.9% | $2,958-15.7% | $3,332-25.1% |
| Admin fee / account holder | $1,529 | $3,709-58.8% | $5,134-70.2% | $4,645-67.1% |