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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 | $88,901 | $67,602+31.5% | $82,312+8.0% | $70,126+26.8% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 20.68% | 21.57%-0.9pp | 25.88%-5.2pp | 73.15%-52.5pp |
| Employer contribution / active EE | $929 | $1,755-47.0% | $2,428-61.7% | $2,343-60.3% |
| Participant deferral / active EE | $2,796 | $2,987-6.4% | $3,706-24.6% | $3,332-16.1% |
| Admin fee / account holder | $1,251 | $4,512-72.3% | $5,608-77.7% | $4,645-73.1% |