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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 | $86,205 | $55,930+54.1% | $76,089+13.3% | $80,925+6.5% |
| Participation rate | 54.8% | 62.1%-7.3pp | 69.1%-14.3pp | 67.7%-12.9pp |
| Annual return | 11.90% | 20.58%-8.7pp | 360.94%-349.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $607 | $1,866-67.5% | $2,690-77.4% | $2,756-78.0% |
| Participant deferral / active EE | $6,293 | $3,051+106.3% | $4,259+47.8% | $4,299+46.4% |
| Admin fee / account holder | $4,974 | $5,241-5.1% | $6,418-22.5% | $6,940-28.3% |