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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 | $73,764 | $56,063+31.6% | $76,051-3.0% | $80,911-8.8% |
| Participation rate | 40.7% | 62.0%-21.3pp | 69.1%-28.3pp | 67.6%-26.9pp |
| Annual return | 15.89% | 20.54%-4.7pp | 360.42%-344.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $2,095 | $1,874+11.8% | $2,690-22.1% | $2,756-24.0% |
| Participant deferral / active EE | $3,576 | $3,052+17.2% | $4,257-16.0% | $4,297-16.8% |
| Admin fee / account holder | $4,082 | $5,240-22.1% | $6,416-36.4% | $6,935-41.1% |