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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 | $86,495 | $55,684+55.3% | $75,900+14.0% | $72,976+18.5% |
| Participation rate | 53.3% | 61.1%-7.8pp | 69.3%-16.0pp | 69.5%-16.2pp |
| Annual return | 21.05% | 27.60%-6.5pp | 30.73%-9.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $680 | $1,687-59.7% | $2,501-72.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,295 | $2,634-50.8% | $3,604-64.1% | $3,608-64.1% |
| Admin fee / account holder | $359 | $3,981-91.0% | $5,421-93.4% | $5,124-93.0% |