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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 | $119,799 | $78,428+52.8% | $95,960+24.8% | $79,852+50.0% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.1%-11.8pp | 69.6%-4.3pp |
| Annual return | 13.58% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $599 | $1,945-69.2% | $2,541-76.4% | $2,471-75.8% |
| Participant deferral / active EE | $6,892 | $3,440+100.4% | $4,167+65.4% | $3,740+84.3% |
| Admin fee / account holder | $6,089 | $5,622+8.3% | $6,797-10.4% | $5,306+14.8% |