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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 | $77,591 | $54,541+42.3% | $78,778-1.5% | $70,126+10.6% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 16.28% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $542 | $1,089-50.2% | $1,986-72.7% | $2,343-76.9% |
| Participant deferral / active EE | $2,474 | $2,210+11.9% | $2,958-16.4% | $3,332-25.7% |
| Admin fee / account holder | $9,954 | $3,709+168.4% | $5,134+93.9% | $4,645+114.3% |