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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 | $63,732 | $58,828+8.3% | $78,002-18.3% | $62,881+1.4% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 8.82% | 17.16%-8.3pp | 425.99%-417.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,352 | $1,672-19.1% | $2,470-45.3% | $2,281-40.7% |
| Participant deferral / active EE | $3,299 | $2,686+22.8% | $3,497-5.7% | $3,203+3.0% |
| Admin fee / account holder | $9,449 | $4,393+115.1% | $5,481+72.4% | $4,296+120.0% |