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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 | $82,530 | $65,361+26.3% | $92,903-11.2% | $72,983+13.1% |
| Participation rate | 35.2% | 68.3%-33.1pp | 76.0%-40.8pp | 69.5%-34.3pp |
| Annual return | 22.42% | 42.11%-19.7pp | 109.43%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $701 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $1,583 | $3,128-49.4% | $4,238-62.6% | $3,608-56.1% |
| Admin fee / account holder | $9,984 | $4,251+134.9% | $5,795+72.3% | $5,124+94.8% |