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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 | $76,834+50.0% | $108,359+6.4% | $87,485+31.8% |
| Participation rate | 57.6% | 61.7%-4.2pp | 70.1%-12.5pp | 68.9%-11.4pp |
| Annual return | 18.43% | 19.09%-0.7pp | 36.89%-18.5pp | 26.06%-7.6pp |
| Employer contribution / active EE | $578 | $1,556-62.9% | $2,399-75.9% | $2,596-77.8% |
| Participant deferral / active EE | $3,167 | $3,100+2.1% | $4,137-23.5% | $4,274-25.9% |
| Admin fee / account holder | $506 | $6,537-92.3% | $9,741-94.8% | $7,775-93.5% |