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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 | $98,708 | $65,034+51.8% | $90,970+8.5% | $79,856+23.6% |
| Participation rate | 42.4% | 61.6%-19.2pp | 69.0%-26.6pp | 69.6%-27.2pp |
| Annual return | 19.31% | 30.45%-11.1pp | 134.60%-115.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $845 | $1,247-32.3% | $2,122-60.2% | $2,471-65.8% |
| Participant deferral / active EE | $3,079 | $2,512+22.6% | $3,373-8.7% | $3,741-17.7% |
| Admin fee / account holder | $7,008 | $4,536+54.5% | $5,961+17.6% | $5,306+32.1% |