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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 | $90,522 | $63,845+41.8% | $81,370+11.2% | $80,959+11.8% |
| Participation rate | 26.9% | 63.9%-37.0pp | 69.5%-42.7pp | 67.7%-40.8pp |
| Annual return | 11.05% | 16.37%-5.3pp | 24.85%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $999 | $1,980-49.5% | $2,464-59.5% | $2,757-63.8% |
| Participant deferral / active EE | $2,801 | $3,093-9.4% | $3,885-27.9% | $4,300-34.9% |
| Admin fee / account holder | $6,485 | $5,688+14.0% | $5,749+12.8% | $6,925-6.4% |