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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 | $109,615 | $67,606+62.1% | $82,313+33.2% | $70,124+56.3% |
| Participation rate | 65.3% | 72.8%-7.5pp | 76.9%-11.6pp | 69.5%-4.2pp |
| Annual return | 25.72% | 21.57%+4.2pp | 25.88%-0.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $692 | $1,755-60.6% | $2,428-71.5% | $2,342-70.5% |
| Participant deferral / active EE | $4,897 | $2,987+63.9% | $3,706+32.1% | $3,332+47.0% |
| Admin fee / account holder | $1,934 | $4,512-57.1% | $5,608-65.5% | $4,645-58.4% |