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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 | $46,170 | $42,546+8.5% | $71,796-35.7% | $55,167-16.3% |
| Participation rate | 66.3% | 59.1%+7.2pp | 69.1%-2.8pp | 69.0%-2.6pp |
| Annual return | 10.81% | 12.36%-1.6pp | 78.04%-67.2pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,337 | $803+66.4% | $1,924-30.5% | $1,963-31.9% |
| Participant deferral / active EE | $3,158 | $2,064+53.0% | $2,794+13.0% | $3,054+3.4% |
| Admin fee / account holder | $2,869 | $650+341.6% | $4,815-40.4% | $504+469.4% |