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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 | $85,180 | $48,364+76.1% | $71,796+18.6% | $62,881+35.5% |
| Participation rate | 57.7% | 60.6%-2.9pp | 69.1%-11.4pp | 69.3%-11.6pp |
| Annual return | 5.32% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $425 | $1,042-59.2% | $1,924-77.9% | $2,281-81.4% |
| Participant deferral / active EE | $2,376 | $2,091+13.6% | $2,794-15.0% | $3,203-25.8% |
| Admin fee / account holder | $7,106 | $3,771+88.4% | $4,815+47.6% | $4,296+65.4% |