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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 | $83,310 | $58,493+42.4% | $84,023-0.8% | $72,976+14.2% |
| Participation rate | 28.3% | 61.2%-33.0pp | 69.0%-40.8pp | 69.5%-41.2pp |
| Annual return | 17.88% | 28.93%-11.1pp | 71.32%-53.4pp | 81.02%-63.1pp |
| Employer contribution / active EE | $780 | $1,163-33.0% | $1,984-60.7% | $2,440-68.0% |
| Participant deferral / active EE | $2,082 | $2,394-13.0% | $3,239-35.7% | $3,608-42.3% |
| Admin fee / account holder | $8,685 | $4,569+90.1% | $6,102+42.3% | $5,124+69.5% |