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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 | $86,476 | $67,606+27.9% | $82,313+5.1% | $70,124+23.3% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 15.77% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $861 | $1,755-50.9% | $2,428-64.5% | $2,342-63.2% |
| Participant deferral / active EE | $4,891 | $2,987+63.7% | $3,706+32.0% | $3,332+46.8% |
| Admin fee / account holder | $450 | $4,512-90.0% | $5,608-92.0% | $4,645-90.3% |