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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 | $98,816 | $70,430+40.3% | $96,572+2.3% | $85,851+15.1% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 11.74% | 18.58%-6.8pp | 37.79%-26.1pp | 318.63%-306.9pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,357-63.6% | $2,565-66.6% |
| Participant deferral / active EE | $3,362 | $2,894+16.2% | $3,850-12.7% | $3,952-14.9% |
| Admin fee / account holder | $3,181 | $4,996-36.3% | $6,183-48.6% | $6,261-49.2% |