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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 | $72,561 | $63,861+13.6% | $104,614-30.6% | $79,858-9.1% |
| Participation rate | 66.1% | 64.9%+1.2pp | 74.1%-7.9pp | 69.6%-3.5pp |
| Annual return | 13.01% | 21.30%-8.3pp | 340.56%-327.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $283 | $1,588-82.2% | $2,681-89.4% | $2,471-88.5% |
| Participant deferral / active EE | $2,852 | $2,693+5.9% | $3,739-23.7% | $3,740-23.8% |
| Admin fee / account holder | $16,986 | $4,185+305.9% | $6,464+162.8% | $5,306+220.1% |