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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 | $49,174 | $45,343+8.4% | $150,298-67.3% | $67,986-27.7% |
| Participation rate | 63.7% | 51.9%+11.9pp | 77.8%-14.0pp | 57.2%+6.5pp |
| Annual return | 15.89% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $879 | $1,462-39.9% | $4,154-78.8% | $2,019-56.5% |
| Participant deferral / active EE | $2,132 | $2,055+3.8% | $5,453-60.9% | $3,358-36.5% |
| Admin fee / account holder | $8,208 | $2,250+264.8% | $14,116-41.9% | $3,203+156.3% |