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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 | $48,456 | $62,592-22.6% | $85,709-43.5% | $85,847-43.6% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.9%-4.2pp | 69.3%-3.7pp |
| Annual return | 13.65% | 23.77%-10.1pp | 21.49%-7.8pp | 318.61%-305.0pp |
| Employer contribution / active EE | $801 | $1,755-54.4% | $2,619-69.4% | $2,565-68.8% |
| Participant deferral / active EE | $3,610 | $2,802+28.8% | $3,924-8.0% | $3,952-8.7% |
| Admin fee / account holder | $435 | $4,643-90.6% | $6,876-93.7% | $6,261-93.0% |