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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 | $97,504 | $65,034+49.9% | $90,970+7.2% | $79,856+22.1% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.0%-14.7pp | 69.6%-15.4pp |
| Annual return | 13.38% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $664 | $1,247-46.7% | $2,122-68.7% | $2,471-73.1% |
| Participant deferral / active EE | $3,106 | $2,512+23.6% | $3,373-7.9% | $3,741-17.0% |
| Admin fee / account holder | $727 | $4,536-84.0% | $5,961-87.8% | $5,306-86.3% |