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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 | $84,779 | $45,041+88.2% | $63,003+34.6% | $70,131+20.9% |
| Participation rate | 47.5% | 69.5%-22.0pp | 74.8%-27.3pp | 69.5%-22.0pp |
| Annual return | 17.42% | 18.76%-1.3pp | 87.59%-70.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,136 | $2,052+52.8% | $2,760+13.6% | $2,342+33.9% |
| Participant deferral / active EE | $2,297 | $2,465-6.8% | $3,329-31.0% | $3,332-31.0% |
| Admin fee / account holder | $691 | $2,836-75.6% | $3,600-80.8% | $4,645-85.1% |