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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 | $70,426 | $52,279+34.7% | $89,414-21.2% | $79,852-11.8% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 25.58% | 22.16%+3.4pp | 245.50%-219.9pp | 31.72%-6.1pp |
| Employer contribution / active EE | $939 | $1,572-40.2% | $2,586-63.7% | $2,471-62.0% |
| Participant deferral / active EE | $3,641 | $2,740+32.9% | $3,890-6.4% | $3,740-2.7% |
| Admin fee / account holder | $2,726 | $3,356-18.8% | $4,883-44.2% | $5,306-48.6% |