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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 | $78,314 | $57,061+37.2% | $85,063-7.9% | $80,911-3.2% |
| Participation rate | 56.8% | 56.3%+0.4pp | 67.5%-10.7pp | 67.6%-10.9pp |
| Annual return | 13.44% | 21.66%-8.2pp | 66.54%-53.1pp | 35.63%-22.2pp |
| Employer contribution / active EE | $956 | $1,799-46.8% | $2,727-64.9% | $2,756-65.3% |
| Participant deferral / active EE | $1,798 | $3,110-42.2% | $4,523-60.2% | $4,297-58.2% |
| Admin fee / account holder | $4,525 | $4,986-9.2% | $6,155-26.5% | $6,935-34.7% |