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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 | $69,160 | $112,933-38.8% | $90,970-24.0% | $158,982-56.5% |
| Participation rate | 69.6% | 74.7%-5.2pp | 69.0%+0.5pp | 82.0%-12.4pp |
| Annual return | 12.75% | 215.82%-203.1pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $823 | $2,893-71.6% | $2,122-61.2% | $4,763-82.7% |
| Participant deferral / active EE | $2,184 | $4,128-47.1% | $3,373-35.2% | $5,983-63.5% |
| Admin fee / account holder | $480 | $8,047-94.0% | $5,961-91.9% | $11,252-95.7% |