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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 | $67,573 | $44,746+51.0% | $88,179-23.4% | $64,097+5.4% |
| Participation rate | 53.8% | 39.8%+14.0pp | 69.1%-15.4pp | 55.2%-1.4pp |
| Annual return | 16.89% | 24.70%-7.8pp | 64.97%-48.1pp | 34.64%-17.8pp |
| Employer contribution / active EE | $531 | $1,078-50.8% | $2,549-79.2% | $1,891-71.9% |
| Participant deferral / active EE | $6,557 | $2,072+216.5% | $4,614+42.1% | $3,080+112.9% |
| Admin fee / account holder | $6,948 | $3,437+102.2% | $7,673-9.4% | $3,454+101.1% |