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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 | $84,936 | $48,314+75.8% | $67,561+25.7% | $80,925+5.0% |
| Participation rate | 67.3% | 66.4%+0.9pp | 72.9%-5.6pp | 67.7%-0.3pp |
| Annual return | 12.36% | 18.28%-5.9pp | 3525.44%-3513.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,958 | $2,022-3.2% | $2,735-28.4% | $2,756-29.0% |
| Participant deferral / active EE | $3,297 | $2,927+12.7% | $4,003-17.6% | $4,299-23.3% |
| Admin fee / account holder | $6,016 | $3,690+63.1% | $4,006+50.2% | $6,940-13.3% |