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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 | $51,638+27.5% | $68,368-3.7% | $82,448-20.1% |
| Participation rate | 60.6% | 63.6%-3.0pp | 73.8%-13.2pp | 68.1%-7.5pp |
| Annual return | 14.68% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,972 | $2,047-3.6% | $2,649-25.6% | $2,551-22.7% |
| Participant deferral / active EE | $4,397 | $2,914+50.9% | $4,123+6.7% | $4,139+6.2% |
| Admin fee / account holder | $5,143 | $4,643+10.8% | $5,150-0.1% | $7,234-28.9% |