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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 | $84,118 | $64,010+31.4% | $108,359-22.4% | $64,340+30.7% |
| Participation rate | 31.4% | 49.4%-18.0pp | 70.1%-38.7pp | 55.2%-23.9pp |
| Annual return | 46.49% | 19.74%+26.8pp | 36.89%+9.6pp | 24.14%+22.3pp |
| Employer contribution / active EE | $1,159 | $1,029+12.6% | $2,399-51.7% | $1,862-37.8% |
| Participant deferral / active EE | $2,441 | $2,395+1.9% | $4,137-41.0% | $2,980-18.1% |
| Admin fee / account holder | $10,801 | $4,885+121.1% | $9,741+10.9% | $3,703+191.7% |