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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 | $77,635 | $58,493+32.7% | $84,021-7.6% | $72,975+6.4% |
| Participation rate | 57.9% | 61.2%-3.3pp | 69.0%-11.1pp | 69.5%-11.6pp |
| Annual return | 19.90% | 28.93%-9.0pp | 71.32%-51.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $517 | $1,163-55.6% | $1,984-73.9% | $2,440-78.8% |
| Participant deferral / active EE | $2,831 | $2,394+18.3% | $3,239-12.6% | $3,608-21.5% |
| Admin fee / account holder | $3,100 | $4,569-32.1% | $6,102-49.2% | $5,124-39.5% |