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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 | $61,755+88.8% | $97,161+20.0% | $80,911+44.1% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.7%-7.0pp | 67.6%-1.9pp |
| Annual return | 17.19% | -557.90%+575.1pp | 75.36%-58.2pp | 35.63%-18.4pp |
| Employer contribution / active EE | $480 | $1,835-73.8% | $2,723-82.4% | $2,756-82.6% |
| Participant deferral / active EE | $5,365 | $3,026+77.3% | $4,265+25.8% | $4,297+24.9% |
| Admin fee / account holder | $1,721 | $5,166-66.7% | $5,647-69.5% | $6,935-75.2% |