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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 | $78,194 | $58,311+34.1% | $81,882-4.5% | $80,959-3.4% |
| Participation rate | 51.4% | 63.5%-12.1pp | 72.4%-21.0pp | 67.7%-16.2pp |
| Annual return | 13.09% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,541 | $2,347+8.3% | $2,916-12.9% | $2,757-7.8% |
| Participant deferral / active EE | $4,236 | $3,287+28.9% | $4,323-2.0% | $4,300-1.5% |
| Admin fee / account holder | $3,768 | $4,752-20.7% | $7,360-48.8% | $6,925-45.6% |