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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 | $78,861 | $63,140+24.9% | $304,612-74.1% | $116,462-32.3% |
| Participation rate | 67.5% | 70.4%-2.9pp | 81.9%-14.4pp | 74.7%-7.2pp |
| Annual return | 14.36% | 15.04%-0.7pp | 329.91%-315.6pp | 15.65%-1.3pp |
| Employer contribution / active EE | $1,527 | $2,385-36.0% | $7,476-79.6% | $3,231-52.7% |
| Participant deferral / active EE | $1,860 | $2,741-32.1% | $5,388-65.5% | $3,836-51.5% |
| Admin fee / account holder | $2,050 | $7,583-73.0% | $12,962-84.2% | $12,754-83.9% |