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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 | $77,968 | $61,125+27.6% | $94,057-17.1% | $87,485-10.9% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.3%-13.3pp | 68.9%-8.9pp |
| Annual return | 12.69% | 35.20%-22.5pp | 480.62%-467.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $910 | $2,136-57.4% | $2,933-69.0% | $2,596-65.0% |
| Participant deferral / active EE | $5,207 | $3,260+59.7% | $4,709+10.6% | $4,274+21.8% |
| Admin fee / account holder | $6,744 | $5,629+19.8% | $7,244-6.9% | $7,775-13.3% |