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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 | $63,342 | $52,279+21.2% | $89,435-29.2% | $79,856-20.7% |
| Participation rate | 48.7% | 57.5%-8.9pp | 68.0%-19.3pp | 69.6%-21.0pp |
| Annual return | 14.18% | 22.16%-8.0pp | 245.55%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,395 | $1,572+52.4% | $2,587-7.4% | $2,471-3.1% |
| Participant deferral / active EE | $4,867 | $2,740+77.6% | $3,890+25.1% | $3,741+30.1% |
| Admin fee / account holder | $540 | $3,356-83.9% | $4,884-88.9% | $5,306-89.8% |