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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 | $86,214 | $63,809+35.1% | $81,353+6.0% | $80,935+6.5% |
| Participation rate | 49.0% | 63.9%-14.9pp | 69.5%-20.5pp | 67.7%-18.6pp |
| Annual return | 12.81% | 16.37%-3.6pp | 24.82%-12.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $730 | $1,981-63.1% | $2,464-70.4% | $2,757-73.5% |
| Participant deferral / active EE | $2,675 | $3,093-13.5% | $3,885-31.1% | $4,299-37.8% |
| Admin fee / account holder | $3,073 | $5,686-45.9% | $5,766-46.7% | $6,924-55.6% |