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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 | $118,305 | $62,592+89.0% | $85,709+38.0% | $85,847+37.8% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.9%-16.0pp | 69.3%-15.5pp |
| Annual return | 11.70% | 23.77%-12.1pp | 21.49%-9.8pp | 318.61%-306.9pp |
| Employer contribution / active EE | $385 | $1,755-78.1% | $2,619-85.3% | $2,565-85.0% |
| Participant deferral / active EE | $2,997 | $2,802+6.9% | $3,924-23.6% | $3,952-24.2% |
| Admin fee / account holder | $1,077 | $4,643-76.8% | $6,876-84.3% | $6,261-82.8% |