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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 | $70,913 | $65,961+7.5% | $180,320-60.7% | $94,015-24.6% |
| Participation rate | 66.7% | 61.3%+5.4pp | 71.5%-4.9pp | 70.8%-4.2pp |
| Annual return | 12.70% | 14.27%-1.6pp | 778.54%-765.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,585 | $1,737-8.8% | $4,108-61.4% | $2,790-43.2% |
| Participant deferral / active EE | $2,113 | $3,003-29.7% | $4,304-50.9% | $4,249-50.3% |
| Admin fee / account holder | $5,739 | $4,901+17.1% | $10,000-42.6% | $8,951-35.9% |