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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 | $84,494 | $65,364+29.3% | $92,909-9.1% | $72,975+15.8% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 22.07% | 42.11%-20.0pp | 109.44%-87.4pp | 81.01%-58.9pp |
| Employer contribution / active EE | $855 | $2,594-67.0% | $3,653-76.6% | $2,440-65.0% |
| Participant deferral / active EE | $5,387 | $3,128+72.2% | $4,238+27.1% | $3,608+49.3% |
| Admin fee / account holder | $1,248 | $4,251-70.7% | $5,795-78.5% | $5,124-75.7% |