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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 | $80,480 | $65,395+23.1% | $182,558-55.9% | $72,976+10.3% |
| Participation rate | 55.3% | 65.4%-10.1pp | 78.0%-22.7pp | 69.5%-14.2pp |
| Annual return | 21.20% | 27.68%-6.5pp | 148.59%-127.4pp | 81.02%-59.8pp |
| Employer contribution / active EE | $520 | $1,911-72.8% | $4,076-87.3% | $2,440-78.7% |
| Participant deferral / active EE | $2,184 | $3,563-38.7% | $5,526-60.5% | $3,608-39.5% |
| Admin fee / account holder | $7,256 | $4,245+70.9% | $8,594-15.6% | $5,124+41.6% |