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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 | $83,494 | $65,361+27.7% | $92,903-10.1% | $72,983+14.4% |
| Participation rate | 68.3% | 68.3%0pp | 76.0%-7.7pp | 69.5%-1.2pp |
| Annual return | 22.85% | 42.11%-19.3pp | 109.43%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $663 | $2,594-74.4% | $3,653-81.8% | $2,440-72.8% |
| Participant deferral / active EE | $2,454 | $3,128-21.5% | $4,238-42.1% | $3,608-32.0% |
| Admin fee / account holder | $800 | $4,251-81.2% | $5,795-86.2% | $5,124-84.4% |