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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 | $86,621 | $54,541+58.8% | $78,778+10.0% | $70,124+23.5% |
| Participation rate | 53.7% | 60.8%-7.1pp | 69.2%-15.5pp | 69.5%-15.9pp |
| Annual return | 21.60% | 21.07%+0.5pp | 35.62%-14.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $225 | $1,089-79.3% | $1,986-88.7% | $2,342-90.4% |
| Participant deferral / active EE | $2,016 | $2,210-8.8% | $2,958-31.8% | $3,332-39.5% |
| Admin fee / account holder | $865 | $3,709-76.7% | $5,134-83.2% | $4,645-81.4% |