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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 | $80,451 | $70,486+14.1% | $100,528-20.0% | $79,852+0.8% |
| Participation rate | 55.8% | 73.6%-17.8pp | 79.4%-23.6pp | 69.6%-13.8pp |
| Annual return | 15.18% | 21.90%-6.7pp | 30.90%-15.7pp | 31.72%-16.5pp |
| Employer contribution / active EE | $762 | $2,165-64.8% | $3,419-77.7% | $2,471-69.2% |
| Participant deferral / active EE | $3,469 | $5,182-33.1% | $6,271-44.7% | $3,740-7.3% |
| Admin fee / account holder | $3,164 | $4,480-29.4% | $8,084-60.9% | $5,306-40.4% |