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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 | $94,702 | $59,804+58.4% | $81,982+15.5% | $79,856+18.6% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.3%-1.3pp | 69.6%-1.6pp |
| Annual return | 16.04% | 17.56%-1.5pp | 41.31%-25.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $803 | $1,713-53.2% | $2,498-67.9% | $2,471-67.5% |
| Participant deferral / active EE | $3,695 | $2,695+37.1% | $3,722-0.7% | $3,741-1.2% |
| Admin fee / account holder | $335 | $4,288-92.2% | $5,665-94.1% | $5,306-93.7% |