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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 | $85,710 | $59,440+44.2% | $78,004+9.9% | $82,637+3.7% |
| Participation rate | 18.4% | 62.8%-44.4pp | 69.4%-51.0pp | 68.1%-49.6pp |
| Annual return | 15.19% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $758 | $1,750-56.7% | $2,469-69.3% | $2,552-70.3% |
| Participant deferral / active EE | $2,767 | $3,138-11.8% | $4,092-32.4% | $4,126-32.9% |
| Admin fee / account holder | $5,351 | $5,504-2.8% | $7,578-29.4% | $7,339-27.1% |