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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 | $75,776 | $70,666+7.2% | $169,385-55.3% | $75,181+0.8% |
| Participation rate | 48.8% | 64.8%-16.0pp | 77.2%-28.4pp | 67.2%-18.4pp |
| Annual return | 14.62% | 36.37%-21.8pp | 405.82%-391.2pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,545 | $2,210+15.1% | $4,012-36.6% | $2,671-4.7% |
| Participant deferral / active EE | $4,238 | $4,308-1.6% | $6,221-31.9% | $4,126+2.7% |
| Admin fee / account holder | $626 | $5,402-88.4% | $9,011-93.1% | $5,650-88.9% |