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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 | $86,138 | $60,349+42.7% | $74,184+16.1% | $62,881+37.0% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 6.74% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $685 | $1,680-59.2% | $2,370-71.1% | $2,281-70.0% |
| Participant deferral / active EE | $2,877 | $2,856+0.7% | $3,550-18.9% | $3,203-10.2% |
| Admin fee / account holder | $1,105 | $4,261-74.1% | $5,586-80.2% | $4,296-74.3% |