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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 | $56,060+109.5% | $76,002+54.5% | $80,874+45.2% |
| Participation rate | 59.2% | 62.0%-2.9pp | 69.1%-9.9pp | 67.6%-8.5pp |
| Annual return | 10.26% | 20.54%-10.3pp | 360.07%-349.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $618 | $1,873-67.0% | $2,688-77.0% | $2,756-77.6% |
| Participant deferral / active EE | $3,249 | $3,051+6.5% | $4,257-23.7% | $4,297-24.4% |
| Admin fee / account holder | $1,776 | $5,237-66.1% | $6,414-72.3% | $6,935-74.4% |