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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 | $59,371 | $45,343+30.9% | $150,298-60.5% | $67,986-12.7% |
| Participation rate | 48.6% | 51.9%-3.3pp | 77.8%-29.2pp | 57.2%-8.6pp |
| Annual return | 16.49% | 33.28%-16.8pp | 62.79%-46.3pp | 31.67%-15.2pp |
| Employer contribution / active EE | $770 | $1,462-47.3% | $4,154-81.5% | $2,019-61.9% |
| Participant deferral / active EE | $2,335 | $2,055+13.7% | $5,453-57.2% | $3,358-30.5% |
| Admin fee / account holder | $1,638 | $2,250-27.2% | $14,116-88.4% | $3,203-48.9% |