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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 | $84,660 | $52,279+61.9% | $89,435-5.3% | $79,856+6.0% |
| Participation rate | 57.1% | 57.5%-0.4pp | 68.0%-10.8pp | 69.6%-12.5pp |
| Annual return | 13.65% | 22.16%-8.5pp | 245.55%-231.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,472 | $1,572+57.3% | $2,587-4.5% | $2,4710% |
| Participant deferral / active EE | $3,950 | $2,740+44.2% | $3,890+1.5% | $3,741+5.6% |
| Admin fee / account holder | $1,918 | $3,356-42.9% | $4,884-60.7% | $5,306-63.9% |