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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 | $86,578 | $76,407+13.3% | $150,298-42.4% | $82,448+5.0% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.3pp | 68.1%-20.6pp |
| Annual return | 16.50% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $3,513 | $3,214+9.3% | $5,453-35.6% | $4,139-15.1% |
| Admin fee / account holder | $8,703 | $6,352+37.0% | $14,116-38.3% | $7,234+20.3% |