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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 | $81,742 | $67,594+20.9% | $77,361+5.7% | $69,733+17.2% |
| Participation rate | 55.4% | 71.7%-16.3pp | 75.0%-19.5pp | 62.5%-7.0pp |
| Annual return | 15.82% | 19.20%-3.4pp | 1011.54%-995.7pp | 15.22%+0.6pp |
| Employer contribution / active EE | $1,071 | $2,649-59.6% | $2,990-64.2% | $2,250-52.4% |
| Participant deferral / active EE | $4,299 | $3,401+26.4% | $3,911+9.9% | $3,054+40.8% |
| Admin fee / account holder | $2,213 | $1,159+90.9% | $5,894-62.4% | $3,102-28.6% |