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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 | $86,193 | $67,602+27.5% | $82,312+4.7% | $70,126+22.9% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 16.66% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $906 | $1,755-48.4% | $2,428-62.7% | $2,343-61.3% |
| Participant deferral / active EE | $2,193 | $2,987-26.6% | $3,706-40.8% | $3,332-34.2% |
| Admin fee / account holder | $1,774 | $4,512-60.7% | $5,608-68.4% | $4,645-61.8% |