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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 | $104,439 | $95,406+9.5% | $185,849-43.8% | $85,847+21.7% |
| Participation rate | 68.9% | 68.8%+0.1pp | 81.7%-12.8pp | 69.3%-0.4pp |
| Annual return | 16.80% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $647 | $3,314-80.5% | $5,169-87.5% | $2,565-74.8% |
| Participant deferral / active EE | $1,902 | $3,424-44.4% | $5,569-65.8% | $3,952-51.9% |
| Admin fee / account holder | $6,470 | $7,214-10.3% | $16,244-60.2% | $6,261+3.3% |