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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 | $93,549 | $58,828+59.0% | $78,002+19.9% | $62,881+48.8% |
| Participation rate | 60.3% | 71.1%-10.7pp | 75.5%-15.2pp | 69.3%-9.0pp |
| Annual return | 6.60% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $431 | $1,672-74.2% | $2,470-82.5% | $2,281-81.1% |
| Participant deferral / active EE | $2,695 | $2,686+0.4% | $3,497-22.9% | $3,203-15.8% |
| Admin fee / account holder | $1,240 | $4,393-71.8% | $5,481-77.4% | $4,296-71.1% |