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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 | $117,442 | $55,902+110.1% | $76,030+54.5% | $80,959+45.1% |
| Participation rate | 59.2% | 62.1%-2.9pp | 69.1%-9.9pp | 67.7%-8.5pp |
| Annual return | 10.26% | 20.59%-10.3pp | 361.54%-351.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $618 | $1,867-66.9% | $2,688-77.0% | $2,757-77.6% |
| Participant deferral / active EE | $3,249 | $3,051+6.5% | $4,257-23.7% | $4,300-24.5% |
| Admin fee / account holder | $1,776 | $5,239-66.1% | $6,421-72.3% | $6,925-74.4% |