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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 | $41,016+89.8% | $152,093-48.8% | $64,097+21.5% |
| Participation rate | 57.3% | 51.3%+5.9pp | 77.8%-20.5pp | 55.2%+2.1pp |
| Annual return | 41.39% | 39.60%+1.8pp | 66.36%-25.0pp | 34.64%+6.7pp |
| Employer contribution / active EE | $1,833 | $1,342+36.5% | $4,175-56.1% | $1,891-3.1% |
| Participant deferral / active EE | $3,001 | $1,927+55.7% | $5,451-45.0% | $3,080-2.6% |
| Admin fee / account holder | $1,518 | $2,305-34.2% | $14,497-89.5% | $3,454-56.1% |