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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 | $94,411 | $49,976+88.9% | $66,674+41.6% | $82,637+14.2% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 13.57% | 39.09%-25.5pp | 321.24%-307.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $372 | $1,988-81.3% | $2,620-85.8% | $2,552-85.4% |
| Participant deferral / active EE | $3,712 | $2,847+30.4% | $4,084-9.1% | $4,126-10.0% |
| Admin fee / account holder | $5,435 | $4,594+18.3% | $5,098+6.6% | $7,339-25.9% |