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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 | $97,992 | $60,349+62.4% | $74,184+32.1% | $62,881+55.8% |
| Participation rate | 65.4% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 5.70% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $588 | $1,680-65.0% | $2,370-75.2% | $2,281-74.2% |
| Participant deferral / active EE | $3,498 | $2,856+22.5% | $3,550-1.5% | $3,203+9.2% |
| Admin fee / account holder | $1,345 | $4,261-68.4% | $5,586-75.9% | $4,296-68.7% |