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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 | $86,467 | $53,774+60.8% | $134,162-35.5% | $79,856+8.3% |
| Participation rate | 68.8% | 58.8%+10.0pp | 72.2%-3.4pp | 69.6%-0.9pp |
| Annual return | 15.60% | 19.01%-3.4pp | 36.35%-20.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $986 | $1,322-25.4% | $3,705-73.4% | $2,471-60.1% |
| Participant deferral / active EE | $2,980 | $2,420+23.2% | $3,500-14.8% | $3,741-20.3% |
| Admin fee / account holder | $3,099 | $3,985-22.2% | $6,685-53.6% | $5,306-41.6% |