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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 | $129,683 | $78,423+65.4% | $95,964+35.1% | $79,856+62.4% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.0pp |
| Annual return | 11.82% | 19.37%-7.6pp | 91.64%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $627 | $1,945-67.8% | $2,541-75.3% | $2,471-74.6% |
| Participant deferral / active EE | $3,672 | $3,440+6.7% | $4,167-11.9% | $3,741-1.8% |
| Admin fee / account holder | $2,286 | $5,622-59.3% | $6,797-66.4% | $5,306-56.9% |