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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 | $93,115 | $45,566+104.4% | $64,105+45.3% | $59,633+56.1% |
| Participation rate | 66.0% | 60.2%+5.9pp | 68.2%-2.1pp | 68.7%-2.6pp |
| Annual return | 3.37% | 4.95%-1.6pp | 791.24%-787.9pp | 2041.40%-2038.0pp |
| Employer contribution / active EE | $819 | $934-12.3% | $1,820-55.0% | $2,203-62.8% |
| Participant deferral / active EE | $2,660 | $2,057+29.3% | $2,822-5.7% | $3,192-16.7% |
| Admin fee / account holder | $3,803 | $3,268+16.4% | $4,499-15.5% | $4,297-11.5% |