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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 | $112,469 | $73,787+52.4% | $98,716+13.9% | $82,448+36.4% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 14.98% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $773 | $1,511-48.8% | $2,279-66.1% | $2,551-69.7% |
| Participant deferral / active EE | $5,825 | $3,081+89.0% | $4,048+43.9% | $4,139+40.7% |
| Admin fee / account holder | $1,764 | $6,500-72.9% | $8,703-79.7% | $7,234-75.6% |