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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 | $115,284 | $73,787+56.2% | $98,716+16.8% | $82,448+39.8% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.3%-11.7pp | 68.1%-10.5pp |
| Annual return | 18.43% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $578 | $1,511-61.8% | $2,279-74.7% | $2,551-77.4% |
| Participant deferral / active EE | $3,167 | $3,081+2.8% | $4,048-21.8% | $4,139-23.5% |
| Admin fee / account holder | $506 | $6,500-92.2% | $8,703-94.2% | $7,234-93.0% |