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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 | $65,449 | $69,274-5.5% | $64,097+2.1% | $139,487-53.1% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 18.56% | 46.00%-27.4pp | 33.75%-15.2pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,845 | $3,187-42.1% | $2,750-32.9% | $4,755-61.2% |
| Participant deferral / active EE | $6,391 | $4,685+36.4% | $3,881+64.7% | $6,713-4.8% |
| Admin fee / account holder | $2,905 | $4,247-31.6% | $3,070-5.4% | $11,407-74.5% |