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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 | $95,426 | $58,512+63.1% | $84,020+13.6% | $72,983+30.8% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.0%-8.2pp | 69.5%-8.7pp |
| Annual return | 25.55% | 28.93%-3.4pp | 71.31%-45.8pp | 81.01%-55.5pp |
| Employer contribution / active EE | $637 | $1,163-45.2% | $1,984-67.9% | $2,440-73.9% |
| Participant deferral / active EE | $2,288 | $2,394-4.4% | $3,239-29.4% | $3,608-36.6% |
| Admin fee / account holder | $1,308 | $4,569-71.4% | $6,101-78.6% | $5,124-74.5% |