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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 | $113,807 | $45,566+149.8% | $64,105+77.5% | $59,633+90.8% |
| Participation rate | 59.0% | 60.2%-1.2pp | 68.2%-9.2pp | 68.7%-9.7pp |
| Annual return | 4.92% | 4.95%0pp | 791.24%-786.3pp | 2041.45%-2036.5pp |
| Employer contribution / active EE | $587 | $934-37.2% | $1,820-67.7% | $2,203-73.4% |
| Participant deferral / active EE | $931 | $2,057-54.7% | $2,822-67.0% | $3,192-70.8% |
| Admin fee / account holder | $2,945 | $3,268-9.9% | $4,499-34.5% | $4,297-31.5% |