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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 | $63,398 | $58,275+8.8% | $81,844-22.5% | $80,935-21.7% |
| Participation rate | 64.5% | 63.5%+1.1pp | 72.4%-7.9pp | 67.7%-3.1pp |
| Annual return | 18.48% | 41.82%-23.3pp | 778.87%-760.4pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,508 | $2,346-35.7% | $2,916-48.3% | $2,757-45.3% |
| Participant deferral / active EE | $8,239 | $3,285+150.8% | $4,323+90.6% | $4,299+91.6% |
| Admin fee / account holder | $5,011 | $4,749+5.5% | $7,355-31.9% | $6,924-27.6% |