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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 | $70,441 | $57,350+22.8% | $83,850-16.0% | $64,181+9.8% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | 9.90% | 11.38%-1.5pp | 850.92%-841.0pp | 7.63%+2.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,938 | $2,993+98.4% | $4,082+45.5% | $3,470+71.2% |
| Admin fee / account holder | $3,556 | $4,046-12.1% | $5,478-35.1% | $4,887-27.2% |