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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 | $99,836 | $52,279+91.0% | $89,414+11.7% | $79,852+25.0% |
| Participation rate | 63.0% | 57.5%+5.4pp | 68.0%-5.0pp | 69.6%-6.7pp |
| Annual return | 11.63% | 22.16%-10.5pp | 245.50%-233.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $724 | $1,572-53.9% | $2,586-72.0% | $2,471-70.7% |
| Participant deferral / active EE | $1,989 | $2,740-27.4% | $3,890-48.9% | $3,740-46.8% |
| Admin fee / account holder | $11,138 | $3,356+231.8% | $4,883+128.1% | $5,306+109.9% |