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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 | $95,766 | $54,541+75.6% | $78,778+21.6% | $70,126+36.6% |
| Participation rate | 62.2% | 60.8%+1.4pp | 69.2%-7.0pp | 69.5%-7.3pp |
| Annual return | 15.77% | 21.07%-5.3pp | 35.62%-19.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $742 | $1,089-31.9% | $1,986-62.6% | $2,343-68.3% |
| Participant deferral / active EE | $3,839 | $2,210+73.7% | $2,958+29.8% | $3,332+15.2% |
| Admin fee / account holder | $1,566 | $3,709-57.8% | $5,134-69.5% | $4,645-66.3% |