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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 | $112,621 | $58,512+92.5% | $84,020+34.0% | $72,983+54.3% |
| Participation rate | 40.5% | 61.2%-20.7pp | 69.0%-28.5pp | 69.5%-28.9pp |
| Annual return | 28.12% | 28.93%-0.8pp | 71.31%-43.2pp | 81.01%-52.9pp |
| Employer contribution / active EE | $347 | $1,163-70.1% | $1,984-82.5% | $2,440-85.8% |
| Participant deferral / active EE | $2,437 | $2,394+1.8% | $3,239-24.8% | $3,608-32.5% |
| Admin fee / account holder | $5,653 | $4,569+23.7% | $6,101-7.3% | $5,124+10.3% |