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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 | $83,434 | $63,365+31.7% | $91,994-9.3% | $72,975+14.3% |
| Participation rate | 61.5% | 72.5%-11.0pp | 78.6%-17.1pp | 69.5%-8.0pp |
| Annual return | 22.94% | 35.35%-12.4pp | 69.04%-46.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $323 | $2,116-84.7% | $3,453-90.7% | $2,440-86.8% |
| Participant deferral / active EE | $4,244 | $4,883-13.1% | $5,924-28.4% | $3,608+17.6% |
| Admin fee / account holder | $5,566 | $4,670+19.2% | $7,744-28.1% | $5,124+8.6% |