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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 | $76,090 | $49,177+54.7% | $79,467-4.2% | $64,173+18.6% |
| Participation rate | 56.8% | 65.0%-8.2pp | 73.3%-16.5pp | 69.6%-12.8pp |
| Annual return | 12.99% | -1.16%+14.1pp | 718.30%-705.3pp | 7.63%+5.4pp |
| Employer contribution / active EE | $1,605 | $2,076-22.7% | $2,800-42.7% | $2,381-32.6% |
| Participant deferral / active EE | $3,268 | $2,821+15.8% | $3,704-11.8% | $3,470-5.8% |
| Admin fee / account holder | $693 | $3,839-82.0% | $5,104-86.4% | $4,887-85.8% |