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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 | $94,370 | $58,493+61.3% | $84,021+12.3% | $72,975+29.3% |
| Participation rate | 35.6% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-33.9pp |
| Annual return | 17.47% | 28.93%-11.5pp | 71.32%-53.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $560 | $1,163-51.8% | $1,984-71.7% | $2,440-77.0% |
| Participant deferral / active EE | $1,653 | $2,394-31.0% | $3,239-49.0% | $3,608-54.2% |
| Admin fee / account holder | $5,051 | $4,569+10.6% | $6,102-17.2% | $5,124-1.4% |