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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 | $73,226 | $58,292+25.6% | $86,640-15.5% | $71,511+2.4% |
| Participation rate | 58.1% | 65.0%-6.9pp | 71.7%-13.6pp | 67.9%-9.8pp |
| Annual return | 19.59% | 21.63%-2.0pp | 592.52%-572.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $399 | $2,574-84.5% | $3,024-86.8% | $2,589-84.6% |
| Participant deferral / active EE | $2,571 | $3,438-25.2% | $4,438-42.1% | $4,291-40.1% |
| Admin fee / account holder | $1,166 | $1,057+10.3% | $5,616-79.2% | $1,588-26.6% |