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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 | $78,386 | $63,861+22.7% | $104,614-25.1% | $79,858-1.8% |
| Participation rate | 58.3% | 64.9%-6.6pp | 74.1%-15.7pp | 69.6%-11.3pp |
| Annual return | 17.87% | 21.30%-3.4pp | 340.56%-322.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $532 | $1,588-66.5% | $2,681-80.2% | $2,471-78.5% |
| Participant deferral / active EE | $3,359 | $2,693+24.7% | $3,739-10.2% | $3,740-10.2% |
| Admin fee / account holder | $5,146 | $4,185+23.0% | $6,464-20.4% | $5,306-3.0% |