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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 | $108,942 | $73,787+47.6% | $98,716+10.4% | $82,448+32.1% |
| Participation rate | 65.3% | 61.4%+3.9pp | 69.3%-4.0pp | 68.1%-2.8pp |
| Annual return | 15.69% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $855 | $1,511-43.4% | $2,279-62.5% | $2,551-66.5% |
| Participant deferral / active EE | $3,501 | $3,081+13.6% | $4,048-13.5% | $4,139-15.4% |
| Admin fee / account holder | $4,579 | $6,500-29.6% | $8,703-47.4% | $7,234-36.7% |