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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 | $86,677 | $58,512+48.1% | $84,020+3.2% | $72,983+18.8% |
| Participation rate | 56.3% | 61.2%-4.9pp | 69.0%-12.7pp | 69.5%-13.1pp |
| Annual return | 21.34% | 28.93%-7.6pp | 71.31%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $789 | $1,163-32.2% | $1,984-60.2% | $2,440-67.7% |
| Participant deferral / active EE | $2,629 | $2,394+9.8% | $3,239-18.8% | $3,608-27.1% |
| Admin fee / account holder | $1,410 | $4,569-69.1% | $6,101-76.9% | $5,124-72.5% |