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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 | $88,194 | $46,877+88.1% | $122,354-27.9% | $70,126+25.8% |
| Participation rate | 69.0% | 58.2%+10.8pp | 71.6%-2.7pp | 69.5%-0.6pp |
| Annual return | 17.54% | 24.22%-6.7pp | 30.28%-12.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $736 | $1,288-42.9% | $4,051-81.8% | $2,343-68.6% |
| Participant deferral / active EE | $3,108 | $2,167+43.4% | $3,287-5.4% | $3,332-6.7% |
| Admin fee / account holder | $5,526 | $3,324+66.3% | $5,479+0.9% | $4,645+19.0% |