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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 | $77,584 | $48,364+60.4% | $71,796+8.1% | $62,881+23.4% |
| Participation rate | 51.2% | 60.6%-9.4pp | 69.1%-17.9pp | 69.3%-18.1pp |
| Annual return | 6.40% | 13.16%-6.8pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $312 | $1,042-70.1% | $1,924-83.8% | $2,281-86.3% |
| Participant deferral / active EE | $2,594 | $2,091+24.1% | $2,794-7.2% | $3,203-19.0% |
| Admin fee / account holder | $2,863 | $3,771-24.1% | $4,815-40.5% | $4,296-33.3% |