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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 | $86,296 | $58,523+47.5% | $99,475-13.2% | $72,975+18.3% |
| Participation rate | 65.6% | 64.6%+1.0pp | 73.8%-8.2pp | 69.5%-3.9pp |
| Annual return | 18.73% | 28.51%-9.8pp | 30.72%-12.0pp | 81.01%-62.3pp |
| Employer contribution / active EE | $957 | $1,512-36.7% | $2,540-62.3% | $2,440-60.8% |
| Participant deferral / active EE | $2,112 | $2,606-19.0% | $3,619-41.6% | $3,608-41.5% |
| Admin fee / account holder | $3,497 | $4,102-14.7% | $6,252-44.1% | $5,124-31.8% |