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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 | $76,834+50.4% | $108,359+6.7% | $87,485+32.1% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 18.88% | 19.09%-0.2pp | 36.89%-18.0pp | 26.06%-7.2pp |
| Employer contribution / active EE | $673 | $1,556-56.7% | $2,399-71.9% | $2,596-74.1% |
| Participant deferral / active EE | $3,601 | $3,100+16.2% | $4,137-12.9% | $4,274-15.7% |
| Admin fee / account holder | $6,972 | $6,537+6.7% | $9,741-28.4% | $7,775-10.3% |