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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 | $67,463 | $53,841+25.3% | $75,731-10.9% | $85,851-21.4% |
| Participation rate | 63.9% | 69.0%-5.2pp | 74.8%-10.9pp | 69.3%-5.4pp |
| Annual return | 17.39% | 24.54%-7.1pp | 104.65%-87.3pp | 318.63%-301.2pp |
| Employer contribution / active EE | $3,098 | $2,017+53.6% | $2,743+13.0% | $2,565+20.8% |
| Participant deferral / active EE | $4,516 | $2,895+56.0% | $3,820+18.2% | $3,952+14.3% |
| Admin fee / account holder | $381 | $3,340-88.6% | $3,620-89.5% | $6,261-93.9% |