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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 | $78,481 | $52,580+49.3% | $71,671+9.5% | $70,126+11.9% |
| Participation rate | 64.3% | 60.9%+3.4pp | 68.7%-4.5pp | 69.5%-5.3pp |
| Annual return | 15.82% | 20.25%-4.4pp | 20.65%-4.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $408 | $1,616-74.8% | $2,460-83.4% | $2,343-82.6% |
| Participant deferral / active EE | $1,743 | $2,386-27.0% | $3,438-49.3% | $3,332-47.7% |
| Admin fee / account holder | $3,548 | $3,653-2.9% | $5,558-36.2% | $4,645-23.6% |