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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 | $74,617 | $51,631+44.5% | $129,397-42.3% | $80,925-7.8% |
| Participation rate | 69.7% | 56.9%+12.8pp | 69.6%+0.1pp | 67.7%+2.0pp |
| Annual return | 16.21% | 20.77%-4.6pp | 9453.98%-9437.8pp | 35.65%-19.4pp |
| Employer contribution / active EE | $3,435 | $1,583+117.0% | $4,154-17.3% | $2,756+24.6% |
| Participant deferral / active EE | $7,029 | $2,670+163.3% | $4,167+68.7% | $4,299+63.5% |
| Admin fee / account holder | $2,790 | $4,309-35.2% | $7,679-63.7% | $6,940-59.8% |