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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 | $86,180 | $47,944+79.8% | $67,834+27.0% | $62,881+37.1% |
| Participation rate | 59.3% | 61.1%-1.8pp | 68.8%-9.5pp | 69.3%-10.0pp |
| Annual return | 7.37% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $713 | $1,562-54.4% | $2,403-70.4% | $2,281-68.8% |
| Participant deferral / active EE | $2,368 | $2,247+5.4% | $3,160-25.1% | $3,203-26.1% |
| Admin fee / account holder | $1,731 | $3,712-53.4% | $4,622-62.6% | $4,296-59.7% |