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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 | $106,323 | $72,492+46.7% | $87,104+22.1% | $72,975+45.7% |
| Participation rate | 61.2% | 72.8%-11.6pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 17.91% | 24.46%-6.5pp | 28.19%-10.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $540 | $1,894-71.5% | $2,521-78.6% | $2,440-77.9% |
| Participant deferral / active EE | $3,066 | $3,270-6.2% | $4,048-24.3% | $3,608-15.0% |
| Admin fee / account holder | $5,146 | $5,055+1.8% | $7,491-31.3% | $5,124+0.4% |