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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 | $77,163 | $52,580+46.8% | $71,671+7.7% | $70,126+10.0% |
| Participation rate | 63.5% | 60.9%+2.6pp | 68.7%-5.3pp | 69.5%-6.0pp |
| Annual return | 15.13% | 20.25%-5.1pp | 20.65%-5.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $993 | $1,616-38.5% | $2,460-59.6% | $2,343-57.6% |
| Participant deferral / active EE | $4,109 | $2,386+72.2% | $3,438+19.5% | $3,332+23.3% |
| Admin fee / account holder | $366 | $3,653-90.0% | $5,558-93.4% | $4,645-92.1% |