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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 | $86,327 | $50,972+69.4% | $88,632-2.6% | $72,976+18.3% |
| Participation rate | 55.9% | 63.4%-7.5pp | 68.8%-12.8pp | 69.5%-13.6pp |
| Annual return | 23.28% | 29.62%-6.3pp | 43.75%-20.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $362 | $1,475-75.5% | $2,101-82.8% | $2,440-85.2% |
| Participant deferral / active EE | $3,203 | $2,230+43.6% | $2,917+9.8% | $3,608-11.2% |
| Admin fee / account holder | $4,061 | $3,230+25.7% | $4,308-5.7% | $5,124-20.8% |