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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 | $79,335 | $61,815+28.3% | $97,295-18.5% | $80,959-2.0% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.7%-6.9pp | 67.7%-2.0pp |
| Annual return | 15.06% | -558.73%+573.8pp | 75.62%-60.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $690 | $1,836-62.4% | $2,723-74.7% | $2,757-75.0% |
| Participant deferral / active EE | $1,760 | $3,027-41.8% | $4,264-58.7% | $4,300-59.1% |
| Admin fee / account holder | $1,458 | $5,166-71.8% | $5,646-74.2% | $6,925-78.9% |