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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 | $93,791 | $55,902+67.8% | $76,030+23.4% | $80,959+15.8% |
| Participation rate | 68.8% | 62.1%+6.8pp | 69.1%-0.2pp | 67.7%+1.2pp |
| Annual return | 10.62% | 20.59%-10.0pp | 361.54%-350.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,030 | $1,867-44.8% | $2,688-61.7% | $2,757-62.7% |
| Participant deferral / active EE | $4,119 | $3,051+35.0% | $4,257-3.2% | $4,300-4.2% |
| Admin fee / account holder | $4,568 | $5,239-12.8% | $6,421-28.9% | $6,925-34.0% |