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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 | $59,974 | $48,364+24.0% | $71,796-16.5% | $62,881-4.6% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 6.82% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $835 | $1,042-19.9% | $1,924-56.6% | $2,281-63.4% |
| Participant deferral / active EE | $3,060 | $2,091+46.3% | $2,794+9.5% | $3,203-4.5% |
| Admin fee / account holder | $2,326 | $3,771-38.3% | $4,815-51.7% | $4,296-45.8% |