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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 | $82,549 | $49,177+67.9% | $79,466+3.9% | $64,173+28.6% |
| Participation rate | 65.9% | 65.0%+0.8pp | 73.3%-7.5pp | 69.6%-3.7pp |
| Annual return | 10.10% | -1.16%+11.3pp | 718.28%-708.2pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,382 | $2,076-33.4% | $2,800-50.6% | $2,381-41.9% |
| Participant deferral / active EE | $2,554 | $2,821-9.5% | $3,704-31.0% | $3,470-26.4% |
| Admin fee / account holder | $341 | $3,839-91.1% | $5,104-93.3% | $4,887-93.0% |