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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 | $76,126 | $45,312+68.0% | $86,233-11.7% | $67,986+12.0% |
| Participation rate | 10.2% | 42.4%-32.2pp | 69.0%-58.8pp | 57.2%-47.0pp |
| Annual return | 35.46% | 24.79%+10.7pp | 61.39%-25.9pp | 31.67%+3.8pp |
| Employer contribution / active EE | $359 | $1,160-69.1% | $2,504-85.7% | $2,019-82.2% |
| Participant deferral / active EE | $1,101 | $2,185-49.6% | $4,559-75.8% | $3,358-67.2% |
| Admin fee / account holder | $5,388 | $3,295+63.5% | $8,342-35.4% | $3,203+68.2% |