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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 | $85,209 | $55,713+52.9% | $75,901+12.3% | $72,975+16.8% |
| Participation rate | 54.9% | 61.1%-6.2pp | 69.3%-14.4pp | 69.5%-14.6pp |
| Annual return | 20.43% | 27.60%-7.2pp | 30.76%-10.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $527 | $1,687-68.8% | $2,501-78.9% | $2,440-78.4% |
| Participant deferral / active EE | $3,177 | $2,634+20.6% | $3,603-11.8% | $3,608-11.9% |
| Admin fee / account holder | $943 | $3,980-76.3% | $5,420-82.6% | $5,124-81.6% |