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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 | $63,421 | $46,877+35.3% | $122,354-48.2% | $70,126-9.6% |
| Participation rate | 62.8% | 58.2%+4.6pp | 71.6%-8.8pp | 69.5%-6.7pp |
| Annual return | 36.26% | 24.22%+12.0pp | 30.28%+6.0pp | 73.15%-36.9pp |
| Employer contribution / active EE | $345 | $1,288-73.2% | $4,051-91.5% | $2,343-85.3% |
| Participant deferral / active EE | $3,303 | $2,167+52.4% | $3,287+0.5% | $3,332-0.9% |
| Admin fee / account holder | $623 | $3,324-81.3% | $5,479-88.6% | $4,645-86.6% |