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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 | $82,591 | $48,364+70.8% | $71,796+15.0% | $62,881+31.3% |
| Participation rate | 65.5% | 60.6%+4.9pp | 69.1%-3.6pp | 69.3%-3.8pp |
| Annual return | 8.64% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $574 | $1,042-44.9% | $1,924-70.2% | $2,281-74.8% |
| Participant deferral / active EE | $3,060 | $2,091+46.3% | $2,794+9.5% | $3,203-4.5% |
| Admin fee / account holder | $4,163 | $3,771+10.4% | $4,815-13.5% | $4,296-3.1% |