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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 | $79,682 | $55,930+42.5% | $76,089+4.7% | $80,925-1.5% |
| Participation rate | 62.5% | 62.1%+0.4pp | 69.1%-6.6pp | 67.7%-5.2pp |
| Annual return | 12.80% | 20.58%-7.8pp | 360.94%-348.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $495 | $1,866-73.5% | $2,690-81.6% | $2,756-82.1% |
| Participant deferral / active EE | $3,503 | $3,051+14.8% | $4,259-17.7% | $4,299-18.5% |
| Admin fee / account holder | $5,522 | $5,241+5.4% | $6,418-14.0% | $6,940-20.4% |