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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 | $83,433 | $53,128+57.0% | $86,582-3.6% | $70,126+19.0% |
| Participation rate | 59.2% | 65.3%-6.1pp | 73.5%-14.4pp | 69.5%-10.4pp |
| Annual return | 18.69% | 27.66%-9.0pp | 965.08%-946.4pp | 73.15%-54.5pp |
| Employer contribution / active EE | $451 | $2,068-78.2% | $2,839-84.1% | $2,343-80.8% |
| Participant deferral / active EE | $2,480 | $2,695-8.0% | $3,609-31.3% | $3,332-25.6% |
| Admin fee / account holder | $3,074 | $3,584-14.2% | $4,904-37.3% | $4,645-33.8% |