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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 | $77,852 | $43,496+79.0% | $161,489-51.8% | $64,340+21.0% |
| Participation rate | 57.3% | 53.5%+3.7pp | 78.7%-21.4pp | 55.2%+2.0pp |
| Annual return | 41.39% | 20.76%+20.6pp | 89.72%-48.3pp | 24.14%+17.2pp |
| Employer contribution / active EE | $1,833 | $1,431+28.1% | $4,268-57.1% | $1,862-1.5% |
| Participant deferral / active EE | $3,001 | $1,996+50.3% | $5,630-46.7% | $2,980+0.7% |
| Admin fee / account holder | $1,518 | $2,330-34.9% | $16,006-90.5% | $3,703-59.0% |