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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 | $79,074 | $50,554+56.4% | $67,681+16.8% | $87,485-9.6% |
| Participation rate | 59.3% | 67.7%-8.5pp | 73.7%-14.5pp | 68.9%-9.7pp |
| Annual return | 17.96% | 17.81%+0.1pp | 590.58%-572.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $927 | $1,988-53.4% | $2,678-65.4% | $2,596-64.3% |
| Participant deferral / active EE | $4,566 | $2,961+54.2% | $3,976+14.9% | $4,274+6.8% |
| Admin fee / account holder | $2,050 | $4,132-50.4% | $6,100-66.4% | $7,775-73.6% |