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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 | $68,982 | $61,816+11.6% | $97,260-29.1% | $80,935-14.8% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.7%-6.9pp | 67.7%-1.9pp |
| Annual return | 14.96% | -558.73%+573.7pp | 75.54%-60.6pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,633 | $1,836-11.1% | $2,721-40.0% | $2,757-40.7% |
| Participant deferral / active EE | $4,597 | $3,027+51.9% | $4,262+7.9% | $4,299+6.9% |
| Admin fee / account holder | $1,596 | $5,166-69.1% | $5,640-71.7% | $6,924-77.0% |