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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 | $115,597 | $77,574+49.0% | $108,753+6.3% | $86,983+32.9% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 18.88% | 18.42%+0.5pp | 37.47%-18.6pp | 25.83%-7.0pp |
| Employer contribution / active EE | $673 | $1,611-58.2% | $2,427-72.2% | $2,584-73.9% |
| Participant deferral / active EE | $3,601 | $3,128+15.1% | $4,115-12.5% | $4,194-14.1% |
| Admin fee / account holder | $6,972 | $6,529+6.8% | $10,320-32.4% | $7,856-11.3% |