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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 | $110,257 | $67,602+63.1% | $82,312+34.0% | $70,126+57.2% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.9%-14.9pp | 69.5%-7.5pp |
| Annual return | 16.24% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $376 | $1,755-78.6% | $2,428-84.5% | $2,343-84.0% |
| Participant deferral / active EE | $2,593 | $2,987-13.2% | $3,706-30.0% | $3,332-22.2% |
| Admin fee / account holder | $3,534 | $4,512-21.7% | $5,608-37.0% | $4,645-23.9% |