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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 | $73,115 | $48,364+51.2% | $71,796+1.8% | $62,881+16.3% |
| Participation rate | 62.8% | 60.6%+2.2pp | 69.1%-6.3pp | 69.3%-6.5pp |
| Annual return | 8.34% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $525 | $1,042-49.6% | $1,924-72.7% | $2,281-77.0% |
| Participant deferral / active EE | $4,126 | $2,091+97.3% | $2,794+47.6% | $3,203+28.8% |
| Admin fee / account holder | $7,823 | $3,771+107.4% | $4,815+62.5% | $4,296+82.1% |