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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 | $86,917 | $58,493+48.6% | $84,021+3.4% | $72,975+19.1% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 69.5%-16.0pp |
| Annual return | 23.37% | 28.93%-5.6pp | 71.32%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $739 | $1,163-36.5% | $1,984-62.8% | $2,440-69.7% |
| Participant deferral / active EE | $3,394 | $2,394+41.8% | $3,239+4.8% | $3,608-5.9% |
| Admin fee / account holder | $3,911 | $4,569-14.4% | $6,102-35.9% | $5,124-23.7% |