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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 | $73,698 | $108,285-31.9% | $77,552-5.0% | $158,982-53.6% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 11.53% | 31.69%-20.2pp | 54.82%-43.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $962 | $1,325-27.4% | $987-2.5% | $4,763-79.8% |
| Participant deferral / active EE | $2,567 | $2,455+4.6% | $1,861+37.9% | $5,983-57.1% |
| Admin fee / account holder | $309 | $3,709-91.7% | $2,859-89.2% | $11,252-97.3% |