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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 | $94,115 | $58,512+60.8% | $84,020+12.0% | $72,983+29.0% |
| Participation rate | 56.8% | 61.2%-4.5pp | 69.0%-12.3pp | 69.5%-12.7pp |
| Annual return | 17.32% | 28.93%-11.6pp | 71.31%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $938 | $1,163-19.3% | $1,984-52.7% | $2,440-61.5% |
| Participant deferral / active EE | $1,954 | $2,394-18.4% | $3,239-39.7% | $3,608-45.8% |
| Admin fee / account holder | $3,553 | $4,569-22.2% | $6,101-41.8% | $5,124-30.7% |