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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 | $90,889 | $67,602+34.4% | $82,312+10.4% | $70,126+29.6% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 19.51% | 21.57%-2.1pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $635 | $1,755-63.8% | $2,428-73.9% | $2,343-72.9% |
| Participant deferral / active EE | $1,947 | $2,987-34.8% | $3,706-47.5% | $3,332-41.6% |
| Admin fee / account holder | $1,206 | $4,512-73.3% | $5,608-78.5% | $4,645-74.0% |