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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 | $87,089 | $58,627+48.5% | $76,735+13.5% | $82,448+5.6% |
| Participation rate | 67.6% | 63.2%+4.4pp | 69.5%-1.9pp | 68.1%-0.4pp |
| Annual return | 14.43% | 39.10%-24.7pp | 29.77%-15.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $416 | $1,729-75.9% | $2,454-83.0% | $2,551-83.7% |
| Participant deferral / active EE | $2,251 | $3,134-28.2% | $4,088-44.9% | $4,139-45.6% |
| Admin fee / account holder | $2,867 | $5,323-46.1% | $7,189-60.1% | $7,234-60.4% |