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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 | $86,636 | $58,828+47.3% | $78,002+11.1% | $62,881+37.8% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 9.23% | 17.16%-7.9pp | 425.99%-416.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $402 | $1,672-76.0% | $2,470-83.7% | $2,281-82.4% |
| Participant deferral / active EE | $3,570 | $2,686+32.9% | $3,497+2.1% | $3,203+11.4% |
| Admin fee / account holder | $3,080 | $4,393-29.9% | $5,481-43.8% | $4,296-28.3% |