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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 | $95,315 | $74,535+27.9% | $100,712-5.4% | $82,637+15.3% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 15.56% | 18.92%-3.4pp | 33.27%-17.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $762 | $1,503-49.3% | $2,313-67.0% | $2,552-70.1% |
| Participant deferral / active EE | $5,104 | $3,074+66.0% | $4,085+24.9% | $4,126+23.7% |
| Admin fee / account holder | $2,025 | $6,576-69.2% | $9,256-78.1% | $7,339-72.4% |