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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 | $58,275+34.2% | $81,844-4.5% | $80,935-3.4% |
| Participation rate | 51.4% | 63.5%-12.0pp | 72.4%-21.0pp | 67.7%-16.2pp |
| Annual return | 13.09% | 41.82%-28.7pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,541 | $2,346+8.3% | $2,916-12.9% | $2,757-7.8% |
| Participant deferral / active EE | $4,236 | $3,285+28.9% | $4,323-2.0% | $4,299-1.5% |
| Admin fee / account holder | $3,768 | $4,749-20.6% | $7,355-48.8% | $6,924-45.6% |