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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 | $84,181 | $73,787+14.1% | $98,716-14.7% | $82,448+2.1% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.3%-11.5pp | 68.1%-10.3pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $984 | $1,511-34.9% | $2,279-56.8% | $2,551-61.4% |
| Participant deferral / active EE | $4,433 | $3,081+43.9% | $4,048+9.5% | $4,139+7.1% |
| Admin fee / account holder | $6,113 | $6,500-6.0% | $8,703-29.8% | $7,234-15.5% |