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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 | $110,675 | $73,787+50.0% | $98,716+12.1% | $82,448+34.2% |
| Participation rate | 63.8% | 61.4%+2.4pp | 69.3%-5.5pp | 68.1%-4.2pp |
| Annual return | 17.41% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $610 | $1,511-59.6% | $2,279-73.2% | $2,551-76.1% |
| Participant deferral / active EE | $4,442 | $3,081+44.1% | $4,048+9.7% | $4,139+7.3% |
| Admin fee / account holder | $1,789 | $6,500-72.5% | $8,703-79.4% | $7,234-75.3% |