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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 | $106,409 | $58,057+83.3% | $97,032+9.7% | $86,983+22.3% |
| Participation rate | 62.2% | 60.4%+1.8pp | 71.6%-9.4pp | 69.5%-7.4pp |
| Annual return | 13.58% | 22.26%-8.7pp | 35.38%-21.8pp | 25.83%-12.2pp |
| Employer contribution / active EE | $346 | $1,663-79.2% | $2,629-86.9% | $2,584-86.6% |
| Participant deferral / active EE | $5,209 | $3,244+60.6% | $4,672+11.5% | $4,194+24.2% |
| Admin fee / account holder | $4,790 | $4,839-1.0% | $9,418-49.1% | $7,856-39.0% |