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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 | $83,868 | $54,757+53.2% | $90,300-7.1% | $72,983+14.9% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 24.81% | 30.63%-5.8pp | 78.11%-53.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $349 | $2,092-83.3% | $2,854-87.8% | $2,440-85.7% |
| Participant deferral / active EE | $2,091 | $2,887-27.6% | $3,884-46.2% | $3,608-42.0% |
| Admin fee / account holder | $2,286 | $3,972-42.4% | $5,353-57.3% | $5,124-55.4% |