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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 | $81,108 | $58,828+37.9% | $78,002+4.0% | $62,881+29.0% |
| Participation rate | 60.6% | 71.1%-10.5pp | 75.5%-14.9pp | 69.3%-8.7pp |
| Annual return | 7.26% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $330 | $1,672-80.2% | $2,470-86.6% | $2,281-85.5% |
| Participant deferral / active EE | $1,398 | $2,686-47.9% | $3,497-60.0% | $3,203-56.4% |
| Admin fee / account holder | $4,593 | $4,393+4.5% | $5,481-16.2% | $4,296+6.9% |