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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 | $86,449 | $65,034+32.9% | $90,970-5.0% | $79,856+8.3% |
| Participation rate | 55.8% | 61.6%-5.8pp | 69.0%-13.2pp | 69.6%-13.9pp |
| Annual return | 15.28% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $299 | $1,247-76.0% | $2,122-85.9% | $2,471-87.9% |
| Participant deferral / active EE | $1,824 | $2,512-27.4% | $3,373-45.9% | $3,741-51.2% |
| Admin fee / account holder | $4,220 | $4,536-7.0% | $5,961-29.2% | $5,306-20.5% |