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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 | $71,125 | $45,050+57.9% | $63,018+12.9% | $70,126+1.4% |
| Participation rate | 32.5% | 69.5%-37.0pp | 74.8%-42.3pp | 69.5%-37.0pp |
| Annual return | 13.85% | 18.76%-4.9pp | 87.62%-73.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $915 | $2,052-55.4% | $2,761-66.8% | $2,343-60.9% |
| Participant deferral / active EE | $1,956 | $2,466-20.7% | $3,330-41.3% | $3,332-41.3% |
| Admin fee / account holder | $4,882 | $2,834+72.3% | $3,601+35.6% | $4,645+5.1% |