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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 | $65,862 | $61,125+7.7% | $94,057-30.0% | $87,485-24.7% |
| Participation rate | 60.6% | 64.1%-3.5pp | 73.3%-12.8pp | 68.9%-8.4pp |
| Annual return | 14.68% | 35.20%-20.5pp | 480.62%-465.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,972 | $2,136-7.7% | $2,933-32.8% | $2,596-24.0% |
| Participant deferral / active EE | $4,397 | $3,260+34.9% | $4,709-6.6% | $4,274+2.9% |
| Admin fee / account holder | $5,143 | $5,629-8.6% | $7,244-29.0% | $7,775-33.8% |