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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 | $79,069 | $55,684+42.0% | $75,900+4.2% | $72,976+8.3% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.3%-11.6pp | 69.5%-11.8pp |
| Annual return | 20.41% | 27.60%-7.2pp | 30.73%-10.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $837 | $1,687-50.4% | $2,501-66.5% | $2,440-65.7% |
| Participant deferral / active EE | $2,297 | $2,634-12.8% | $3,604-36.3% | $3,608-36.3% |
| Admin fee / account holder | $5,307 | $3,981+33.3% | $5,421-2.1% | $5,124+3.6% |