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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 | $88,154 | $58,828+49.8% | $78,002+13.0% | $62,881+40.2% |
| Participation rate | 58.3% | 71.1%-12.7pp | 75.5%-17.2pp | 69.3%-11.0pp |
| Annual return | 7.03% | 17.16%-10.1pp | 425.99%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $408 | $1,672-75.6% | $2,470-83.5% | $2,281-82.1% |
| Participant deferral / active EE | $2,412 | $2,686-10.2% | $3,497-31.0% | $3,203-24.7% |
| Admin fee / account holder | $605 | $4,393-86.2% | $5,481-89.0% | $4,296-85.9% |