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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 | $83,174 | $57,590+44.4% | $86,233-3.5% | $82,448+0.9% |
| Participation rate | 47.9% | 57.9%-9.9pp | 69.0%-21.1pp | 68.1%-20.2pp |
| Annual return | 16.16% | 22.41%-6.3pp | 61.39%-45.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $853 | $1,655-48.5% | $2,504-65.9% | $2,551-66.6% |
| Participant deferral / active EE | $6,782 | $3,080+120.2% | $4,559+48.8% | $4,139+63.8% |
| Admin fee / account holder | $7,402 | $4,730+56.5% | $8,342-11.3% | $7,234+2.3% |