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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 | $107,449 | $76,407+40.6% | $150,298-28.5% | $82,448+30.3% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 14.38% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $720 | $2,614-72.5% | $4,154-82.7% | $2,551-71.8% |
| Participant deferral / active EE | $2,835 | $3,214-11.8% | $5,453-48.0% | $4,139-31.5% |
| Admin fee / account holder | $1,680 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |