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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 | $67,929 | $48,050+41.4% | $96,754-29.8% | $64,340+5.6% |
| Participation rate | 51.4% | 40.6%+10.8pp | 70.3%-18.9pp | 55.2%-3.8pp |
| Annual return | 31.06% | 23.41%+7.7pp | 82.04%-51.0pp | 24.14%+6.9pp |
| Employer contribution / active EE | $1,220 | $1,204+1.4% | $2,679-54.4% | $1,862-34.4% |
| Participant deferral / active EE | $1,716 | $2,191-21.7% | $4,758-63.9% | $2,980-42.4% |
| Admin fee / account holder | $650 | $3,741-82.6% | $8,905-92.7% | $3,703-82.4% |