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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 | $57,061+77.9% | $85,063+19.3% | $80,911+25.4% |
| Participation rate | 60.8% | 56.3%+4.4pp | 67.5%-6.7pp | 67.6%-6.9pp |
| Annual return | 17.67% | 21.66%-4.0pp | 66.54%-48.9pp | 35.63%-18.0pp |
| Employer contribution / active EE | $289 | $1,799-83.9% | $2,727-89.4% | $2,756-89.5% |
| Participant deferral / active EE | $5,778 | $3,110+85.8% | $4,523+27.8% | $4,297+34.5% |
| Admin fee / account holder | $25,845 | $4,986+418.3% | $6,155+319.9% | $6,935+272.7% |