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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 | $66,339 | $53,128+24.9% | $86,582-23.4% | $70,126-5.4% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 18.35% | 27.66%-9.3pp | 965.08%-946.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,005 | $2,068-51.4% | $2,839-64.6% | $2,343-57.1% |
| Participant deferral / active EE | $1,914 | $2,695-29.0% | $3,609-47.0% | $3,332-42.6% |
| Admin fee / account holder | $5,611 | $3,584+56.6% | $4,904+14.4% | $4,645+20.8% |