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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 | $74,188 | $45,343+63.6% | $150,298-50.6% | $67,986+9.1% |
| Participation rate | 54.0% | 51.9%+2.1pp | 77.8%-23.8pp | 57.2%-3.2pp |
| Annual return | 18.05% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,320 | $1,462-9.7% | $4,154-68.2% | $2,019-34.6% |
| Participant deferral / active EE | $2,147 | $2,055+4.5% | $5,453-60.6% | $3,358-36.1% |
| Admin fee / account holder | $3,798 | $2,250+68.8% | $14,116-73.1% | $3,203+18.6% |