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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 | $75,736 | $55,930+35.4% | $76,089-0.5% | $80,925-6.4% |
| Participation rate | 61.6% | 62.1%-0.4pp | 69.1%-7.4pp | 67.7%-6.0pp |
| Annual return | 15.73% | 20.58%-4.8pp | 360.94%-345.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $965 | $1,866-48.3% | $2,690-64.1% | $2,756-65.0% |
| Participant deferral / active EE | $5,791 | $3,051+89.8% | $4,259+36.0% | $4,299+34.7% |
| Admin fee / account holder | $16,063 | $5,241+206.5% | $6,418+150.3% | $6,940+131.5% |