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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 | $96,343 | $71,208+35.3% | $93,681+2.8% | $80,911+19.1% |
| Participation rate | 65.2% | 60.4%+4.8pp | 68.7%-3.5pp | 67.6%-2.4pp |
| Annual return | 10.88% | 11.27%-0.4pp | 133.47%-122.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $975 | $1,564-37.7% | $2,422-59.8% | $2,756-64.6% |
| Participant deferral / active EE | $2,365 | $4,035-41.4% | $4,415-46.4% | $4,297-45.0% |
| Admin fee / account holder | $1,865 | $6,951-73.2% | $8,290-77.5% | $6,935-73.1% |