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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 | $101,486 | $57,119+77.7% | $85,187+19.1% | $80,935+25.4% |
| Participation rate | 60.8% | 56.4%+4.4pp | 67.5%-6.7pp | 67.7%-6.9pp |
| Annual return | 17.67% | 21.70%-4.0pp | 66.67%-49.0pp | 35.66%-18.0pp |
| Employer contribution / active EE | $289 | $1,802-84.0% | $2,732-89.4% | $2,757-89.5% |
| Participant deferral / active EE | $5,778 | $3,115+85.5% | $4,525+27.7% | $4,299+34.4% |
| Admin fee / account holder | $25,845 | $4,990+417.9% | $6,162+319.4% | $6,924+273.3% |