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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 | $87,556 | $47,848+83.0% | $81,473+7.5% | $70,126+24.9% |
| Participation rate | 57.5% | 58.3%-0.8pp | 68.0%-10.5pp | 69.5%-12.0pp |
| Annual return | 17.41% | 27.25%-9.8pp | 38.78%-21.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $678 | $1,527-55.6% | $2,568-73.6% | $2,343-71.1% |
| Participant deferral / active EE | $3,083 | $2,453+25.7% | $3,537-12.8% | $3,332-7.5% |
| Admin fee / account holder | $2,928 | $3,145-6.9% | $4,561-35.8% | $4,645-37.0% |