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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 | $116,246 | $61,125+90.2% | $94,057+23.6% | $87,485+32.9% |
| Participation rate | 46.4% | 64.1%-17.6pp | 73.3%-26.9pp | 68.9%-22.5pp |
| Annual return | 14.85% | 35.20%-20.3pp | 480.62%-465.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $562 | $2,136-73.7% | $2,933-80.8% | $2,596-78.4% |
| Participant deferral / active EE | $1,442 | $3,260-55.8% | $4,709-69.4% | $4,274-66.3% |
| Admin fee / account holder | $769 | $5,629-86.3% | $7,244-89.4% | $7,775-90.1% |