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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 | $78,951 | $48,364+63.2% | $71,796+10.0% | $62,881+25.6% |
| Participation rate | 67.4% | 60.6%+6.8pp | 69.1%-1.7pp | 69.3%-1.9pp |
| Annual return | 7.05% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $396 | $1,042-62.0% | $1,924-79.4% | $2,281-82.6% |
| Participant deferral / active EE | $2,827 | $2,091+35.2% | $2,794+1.2% | $3,203-11.7% |
| Admin fee / account holder | $2,050 | $3,771-45.6% | $4,815-57.4% | $4,296-52.3% |