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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 | $84,151 | $123,412-31.8% | $69,460+21.1% | $145,978-42.4% |
| Participation rate | 69.6% | 69.2%+0.3pp | 66.4%+3.1pp | 80.3%-10.7pp |
| Annual return | 10.95% | 191.25%-180.3pp | 100.80%-89.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,740 | $2,684-35.2% | $1,714+1.5% | $4,662-62.7% |
| Participant deferral / active EE | $2,404 | $4,240-43.3% | $2,890-16.8% | $6,690-64.1% |
| Admin fee / account holder | $403 | $7,816-94.8% | $4,695-91.4% | $13,400-97.0% |