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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 | $97,020 | $72,492+33.8% | $87,104+11.4% | $72,975+32.9% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 27.95% | 24.46%+3.5pp | 28.19%-0.2pp | 81.01%-53.1pp |
| Employer contribution / active EE | $728 | $1,894-61.5% | $2,521-71.1% | $2,440-70.1% |
| Participant deferral / active EE | $2,506 | $3,270-23.4% | $4,048-38.1% | $3,608-30.6% |
| Admin fee / account holder | $1,195 | $5,055-76.3% | $7,491-84.0% | $5,124-76.7% |