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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 | $69,125 | $63,346+9.1% | $92,240-25.1% | $70,126-1.4% |
| Participation rate | 65.5% | 68.7%-3.2pp | 76.5%-11.0pp | 69.5%-4.0pp |
| Annual return | 23.35% | 530.19%-506.8pp | 176.29%-152.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $976 | $2,471-60.5% | $3,680-73.5% | $2,343-58.3% |
| Participant deferral / active EE | $2,755 | $2,854-3.4% | $3,897-29.3% | $3,332-17.3% |
| Admin fee / account holder | $2,134 | $3,841-44.4% | $5,194-58.9% | $4,645-54.1% |