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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 | $63,422 | $56,197+12.9% | $67,652-6.3% | $59,633+6.4% |
| Participation rate | 68.2% | 71.5%-3.3pp | 75.7%-7.5pp | 68.7%-0.5pp |
| Annual return | 6.56% | 18508.10%-18501.5pp | 6625.40%-6618.8pp | 2041.45%-2034.9pp |
| Employer contribution / active EE | $2,266 | $1,615+40.4% | $2,2660% | $2,203+2.9% |
| Participant deferral / active EE | $4,274 | $2,844+50.3% | $3,560+20.1% | $3,192+33.9% |
| Admin fee / account holder | $389 | $3,958-90.2% | $4,821-91.9% | $4,297-90.9% |