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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 | $75,861 | $65,367+16.1% | $92,915-18.4% | $72,976+4.0% |
| Participation rate | 49.0% | 68.3%-19.3pp | 76.0%-27.0pp | 69.5%-20.5pp |
| Annual return | 20.70% | 42.11%-21.4pp | 109.45%-88.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $855 | $2,594-67.0% | $3,653-76.6% | $2,440-65.0% |
| Participant deferral / active EE | $4,667 | $3,128+49.2% | $4,238+10.1% | $3,608+29.4% |
| Admin fee / account holder | $1,301 | $4,251-69.4% | $5,796-77.6% | $5,124-74.6% |