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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 | $92,834 | $78,423+18.4% | $95,964-3.3% | $79,856+16.3% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 15.42% | 19.37%-4.0pp | 91.64%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $784 | $1,945-59.7% | $2,541-69.2% | $2,471-68.3% |
| Participant deferral / active EE | $3,135 | $3,440-8.9% | $4,167-24.8% | $3,741-16.2% |
| Admin fee / account holder | $1,098 | $5,622-80.5% | $6,797-83.8% | $5,306-79.3% |