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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 | $87,043 | $67,602+28.8% | $82,312+5.7% | $70,126+24.1% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 16.22% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $563 | $1,755-67.9% | $2,428-76.8% | $2,343-76.0% |
| Participant deferral / active EE | $1,685 | $2,987-43.6% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $2,854 | $4,512-36.7% | $5,608-49.1% | $4,645-38.6% |