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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 | $97,069 | $65,027+49.3% | $90,970+6.7% | $79,852+21.6% |
| Participation rate | 65.7% | 61.6%+4.1pp | 69.0%-3.3pp | 69.6%-3.9pp |
| Annual return | 17.02% | 30.45%-13.4pp | 134.58%-117.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $663 | $1,247-46.8% | $2,122-68.7% | $2,471-73.2% |
| Participant deferral / active EE | $2,681 | $2,512+6.7% | $3,373-20.5% | $3,740-28.3% |
| Admin fee / account holder | $1,301 | $4,535-71.3% | $5,960-78.2% | $5,306-75.5% |