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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 | $91,392 | $59,839+52.7% | $81,991+11.5% | $79,852+14.5% |
| Participation rate | 60.9% | 61.6%-0.7pp | 69.3%-8.4pp | 69.6%-8.8pp |
| Annual return | 15.70% | 17.56%-1.9pp | 41.31%-25.6pp | 31.72%-16.0pp |
| Employer contribution / active EE | $800 | $1,713-53.3% | $2,498-68.0% | $2,471-67.6% |
| Participant deferral / active EE | $1,279 | $2,695-52.6% | $3,722-65.6% | $3,740-65.8% |
| Admin fee / account holder | $3,794 | $4,287-11.5% | $5,665-33.0% | $5,306-28.5% |