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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 | $74,626 | $61,295+21.7% | $149,682-50.1% | $71,476+4.4% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.1pp |
| Annual return | 22.11% | 35.86%-13.8pp | 134.35%-112.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,963 | $2,380+24.5% | $4,818-38.5% | $2,589+14.5% |
| Participant deferral / active EE | $5,116 | $2,918+75.3% | $5,681-9.9% | $4,290+19.3% |
| Admin fee / account holder | $307 | $1,262-75.7% | $13,210-97.7% | $1,587-80.7% |