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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 | $76,394 | $86,298-11.5% | $111,308-31.4% | $85,847-11.0% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 16.21% | 19.99%-3.8pp | 54.67%-38.5pp | 318.61%-302.4pp |
| Employer contribution / active EE | $879 | $2,044-57.0% | $2,732-67.8% | $2,565-65.7% |
| Participant deferral / active EE | $4,966 | $3,641+36.4% | $4,487+10.7% | $3,952+25.6% |
| Admin fee / account holder | $1,295 | $8,189-84.2% | $7,965-83.7% | $6,261-79.3% |