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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 | $79,333 | $46,877+69.2% | $122,354-35.2% | $70,126+13.1% |
| Participation rate | 69.0% | 58.2%+10.8pp | 71.6%-2.6pp | 69.5%-0.5pp |
| Annual return | 18.20% | 24.22%-6.0pp | 30.28%-12.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,400 | $1,288+8.7% | $4,051-65.4% | $2,343-40.2% |
| Participant deferral / active EE | $3,844 | $2,167+77.4% | $3,287+16.9% | $3,332+15.4% |
| Admin fee / account holder | $364 | $3,324-89.0% | $5,479-93.3% | $4,645-92.2% |