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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 | $82,418 | $66,402+24.1% | $109,907-25.0% | $85,847-4.0% |
| Participation rate | 68.4% | 63.9%+4.6pp | 74.2%-5.8pp | 69.3%-0.9pp |
| Annual return | 13.78% | 19.59%-5.8pp | 29.46%-15.7pp | 318.61%-304.8pp |
| Employer contribution / active EE | $395 | $1,687-76.6% | $2,844-86.1% | $2,565-84.6% |
| Participant deferral / active EE | $3,851 | $2,842+35.5% | $4,047-4.8% | $3,952-2.6% |
| Admin fee / account holder | $9,323 | $4,557+104.6% | $6,069+53.6% | $6,261+48.9% |