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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 | $88,698 | $78,428+13.1% | $95,960-7.6% | $79,852+11.1% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 14.49% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $858 | $1,945-55.9% | $2,541-66.2% | $2,471-65.3% |
| Participant deferral / active EE | $2,604 | $3,440-24.3% | $4,167-37.5% | $3,740-30.4% |
| Admin fee / account holder | $1,426 | $5,622-74.6% | $6,797-79.0% | $5,306-73.1% |