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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 | $72,854 | $48,364+50.6% | $71,796+1.5% | $62,881+15.9% |
| Participation rate | 63.0% | 60.6%+2.4pp | 69.1%-6.1pp | 69.3%-6.3pp |
| Annual return | 9.53% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,194 | $1,042+14.6% | $1,924-38.0% | $2,281-47.7% |
| Participant deferral / active EE | $2,802 | $2,091+34.0% | $2,794+0.3% | $3,203-12.5% |
| Admin fee / account holder | $301 | $3,771-92.0% | $4,815-93.7% | $4,296-93.0% |