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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 | $85,274 | $45,343+88.1% | $150,298-43.3% | $67,986+25.4% |
| Participation rate | 55.6% | 51.9%+3.7pp | 77.8%-22.2pp | 57.2%-1.7pp |
| Annual return | 15.46% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $373 | $1,462-74.5% | $4,154-91.0% | $2,019-81.5% |
| Participant deferral / active EE | $3,674 | $2,055+78.8% | $5,453-32.6% | $3,358+9.4% |
| Admin fee / account holder | $6,860 | $2,250+204.9% | $14,116-51.4% | $3,203+114.2% |