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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 | $88,162 | $55,457+59.0% | $77,361+14.0% | $94,015-6.2% |
| Participation rate | 63.9% | 69.8%-6.0pp | 75.0%-11.1pp | 70.8%-7.0pp |
| Annual return | 13.24% | 15.57%-2.3pp | 1011.54%-998.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $723 | $2,255-67.9% | $2,990-75.8% | $2,790-74.1% |
| Participant deferral / active EE | $2,209 | $3,069-28.0% | $3,911-43.5% | $4,249-48.0% |
| Admin fee / account holder | $1,478 | $4,334-65.9% | $5,894-74.9% | $8,951-83.5% |