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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 | $80,258 | $55,889+43.6% | $76,119+5.4% | $80,935-0.8% |
| Participation rate | 35.9% | 62.1%-26.2pp | 69.1%-33.2pp | 67.7%-31.8pp |
| Annual return | 22.93% | 20.58%+2.3pp | 361.25%-338.3pp | 35.66%-12.7pp |
| Employer contribution / active EE | $1,448 | $1,866-22.4% | $2,693-46.2% | $2,757-47.5% |
| Participant deferral / active EE | $2,157 | $3,051-29.3% | $4,259-49.4% | $4,299-49.8% |
| Admin fee / account holder | $5,473 | $5,241+4.4% | $6,421-14.8% | $6,924-21.0% |