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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 | $92,768 | $70,430+31.7% | $96,572-3.9% | $85,851+8.1% |
| Participation rate | 40.8% | 61.8%-21.0pp | 69.8%-29.0pp | 69.3%-28.5pp |
| Annual return | 20.24% | 18.58%+1.7pp | 37.79%-17.5pp | 318.63%-298.4pp |
| Employer contribution / active EE | $417 | $1,413-70.5% | $2,357-82.3% | $2,565-83.8% |
| Participant deferral / active EE | $3,645 | $2,894+25.9% | $3,850-5.3% | $3,952-7.8% |
| Admin fee / account holder | $6,980 | $4,996+39.7% | $6,183+12.9% | $6,261+11.5% |