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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 | $84,610 | $53,128+59.3% | $86,581-2.3% | $70,124+20.7% |
| Participation rate | 56.3% | 65.3%-9.1pp | 73.5%-17.3pp | 69.5%-13.3pp |
| Annual return | 12.75% | 27.66%-14.9pp | 965.06%-952.3pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,720 | $2,068-16.9% | $2,840-39.4% | $2,342-26.6% |
| Participant deferral / active EE | $3,204 | $2,695+18.9% | $3,609-11.2% | $3,332-3.8% |
| Admin fee / account holder | $6,721 | $3,584+87.5% | $4,904+37.0% | $4,645+44.7% |