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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 | $94,411 | $51,638+82.8% | $68,368+38.1% | $82,448+14.5% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 13.57% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $372 | $2,047-81.8% | $2,649-85.9% | $2,551-85.4% |
| Participant deferral / active EE | $3,712 | $2,914+27.4% | $4,123-10.0% | $4,139-10.3% |
| Admin fee / account holder | $5,435 | $4,643+17.0% | $5,150+5.5% | $7,234-24.9% |