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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 | $86,252 | $54,541+58.1% | $78,778+9.5% | $70,126+23.0% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.9pp |
| Annual return | 17.56% | 21.07%-3.5pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $706 | $1,089-35.1% | $1,986-64.4% | $2,343-69.8% |
| Participant deferral / active EE | $2,389 | $2,210+8.1% | $2,958-19.3% | $3,332-28.3% |
| Admin fee / account holder | $9,113 | $3,709+145.7% | $5,134+77.5% | $4,645+96.2% |