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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 | $82,834 | $59,839+38.4% | $81,991+1.0% | $79,852+3.7% |
| Participation rate | 26.7% | 61.6%-35.0pp | 69.3%-42.6pp | 69.6%-43.0pp |
| Annual return | 18.33% | 17.56%+0.8pp | 41.31%-23.0pp | 31.72%-13.4pp |
| Employer contribution / active EE | $724 | $1,713-57.8% | $2,498-71.0% | $2,471-70.7% |
| Participant deferral / active EE | $1,871 | $2,695-30.6% | $3,722-49.7% | $3,740-50.0% |
| Admin fee / account holder | $6,600 | $4,287+53.9% | $5,665+16.5% | $5,306+24.4% |