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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 | $79,195 | $70,430+12.4% | $96,572-18.0% | $85,851-7.8% |
| Participation rate | 67.9% | 61.8%+6.1pp | 69.8%-1.9pp | 69.3%-1.4pp |
| Annual return | 13.65% | 18.58%-4.9pp | 37.79%-24.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $920 | $1,413-34.9% | $2,357-61.0% | $2,565-64.1% |
| Participant deferral / active EE | $3,591 | $2,894+24.1% | $3,850-6.7% | $3,952-9.1% |
| Admin fee / account holder | $9,883 | $4,996+97.8% | $6,183+59.8% | $6,261+57.9% |