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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 | $69,869 | $78,707-11.2% | $117,861-40.7% | $70,126-0.4% |
| Participation rate | 62.5% | 73.2%-10.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 16.36% | 23.30%-6.9pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,544 | $2,223+14.4% | $3,786-32.8% | $2,343+8.6% |
| Participant deferral / active EE | $5,548 | $3,297+68.3% | $4,482+23.8% | $3,332+66.5% |
| Admin fee / account holder | $9,236 | $5,066+82.3% | $8,021+15.2% | $4,645+98.8% |