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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 | $60,592 | $45,343+33.6% | $150,298-59.7% | $67,986-10.9% |
| Participation rate | 23.7% | 51.9%-28.2pp | 77.8%-54.1pp | 57.2%-33.5pp |
| Annual return | 15.88% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $877 | $1,462-40.0% | $4,154-78.9% | $2,019-56.5% |
| Participant deferral / active EE | $3,004 | $2,055+46.2% | $5,453-44.9% | $3,358-10.5% |
| Admin fee / account holder | $6,916 | $2,250+207.4% | $14,116-51.0% | $3,203+115.9% |