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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 | $116,569 | $61,816+88.6% | $97,260+19.9% | $80,935+44.0% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.7%-6.9pp | 67.7%-1.9pp |
| Annual return | 17.19% | -558.73%+575.9pp | 75.54%-58.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $480 | $1,836-73.8% | $2,721-82.3% | $2,757-82.6% |
| Participant deferral / active EE | $5,365 | $3,027+77.3% | $4,262+25.9% | $4,299+24.8% |
| Admin fee / account holder | $1,721 | $5,166-66.7% | $5,640-69.5% | $6,924-75.2% |