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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 | $99,675 | $70,418+41.5% | $96,570+3.2% | $85,847+16.1% |
| Participation rate | 55.8% | 61.8%-6.0pp | 69.8%-14.0pp | 69.3%-13.5pp |
| Annual return | 13.67% | 18.59%-4.9pp | 37.79%-24.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $2,072 | $1,413+46.6% | $2,357-12.1% | $2,565-19.2% |
| Participant deferral / active EE | $5,389 | $2,894+86.2% | $3,849+40.0% | $3,952+36.3% |
| Admin fee / account holder | $2,408 | $4,995-51.8% | $6,182-61.1% | $6,261-61.5% |