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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 | $93,612 | $46,877+99.7% | $122,354-23.5% | $70,126+33.5% |
| Participation rate | 65.4% | 58.2%+7.2pp | 71.6%-6.3pp | 69.5%-4.2pp |
| Annual return | 17.07% | 24.22%-7.2pp | 30.28%-13.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $427 | $1,288-66.9% | $4,051-89.5% | $2,343-81.8% |
| Participant deferral / active EE | $1,851 | $2,167-14.6% | $3,287-43.7% | $3,332-44.5% |
| Admin fee / account holder | $8,770 | $3,324+163.9% | $5,479+60.1% | $4,645+88.8% |