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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 | $125,192 | $78,428+59.6% | $95,960+30.5% | $79,852+56.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 28.61% | 19.37%+9.2pp | 91.63%-63.0pp | 31.72%-3.1pp |
| Employer contribution / active EE | $954 | $1,945-51.0% | $2,541-62.5% | $2,471-61.4% |
| Participant deferral / active EE | $2,786 | $3,440-19.0% | $4,167-33.1% | $3,740-25.5% |
| Admin fee / account holder | $1,071 | $5,622-81.0% | $6,797-84.2% | $5,306-79.8% |