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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 | $84,596 | $56,894+48.7% | $84,753-0.2% | $62,881+34.5% |
| Participation rate | 55.7% | 68.5%-12.8pp | 76.6%-20.9pp | 69.3%-13.6pp |
| Annual return | 7.70% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $816 | $2,400-66.0% | $3,574-77.2% | $2,281-64.2% |
| Participant deferral / active EE | $2,929 | $2,709+8.1% | $3,712-21.1% | $3,203-8.6% |
| Admin fee / account holder | $2,770 | $3,581-22.6% | $5,333-48.1% | $4,296-35.5% |