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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 | $49,976+31.8% | $66,674-1.2% | $82,637-20.3% |
| Participation rate | 60.6% | 63.1%-2.5pp | 73.7%-13.1pp | 68.1%-7.5pp |
| Annual return | 14.68% | 39.09%-24.4pp | 321.24%-306.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,972 | $1,988-0.8% | $2,620-24.7% | $2,552-22.7% |
| Participant deferral / active EE | $4,397 | $2,847+54.5% | $4,084+7.7% | $4,126+6.6% |
| Admin fee / account holder | $5,143 | $4,594+12.0% | $5,098+0.9% | $7,339-29.9% |