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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 | $113,813 | $65,367+74.1% | $92,915+22.5% | $72,976+56.0% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 21.44% | 42.11%-20.7pp | 109.45%-88.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $683 | $2,594-73.7% | $3,653-81.3% | $2,440-72.0% |
| Participant deferral / active EE | $3,391 | $3,128+8.4% | $4,238-20.0% | $3,608-6.0% |
| Admin fee / account holder | $2,313 | $4,251-45.6% | $5,796-60.1% | $5,124-54.9% |