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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 | $76,710 | $70,418+8.9% | $96,570-20.6% | $85,847-10.6% |
| Participation rate | 48.0% | 61.8%-13.8pp | 69.8%-21.8pp | 69.3%-21.3pp |
| Annual return | 12.54% | 18.59%-6.0pp | 37.79%-25.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $418 | $1,413-70.4% | $2,357-82.3% | $2,565-83.7% |
| Participant deferral / active EE | $3,302 | $2,894+14.1% | $3,849-14.2% | $3,952-16.5% |
| Admin fee / account holder | $2,311 | $4,995-53.7% | $6,182-62.6% | $6,261-63.1% |