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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 | $71,928 | $55,889+28.7% | $76,119-5.5% | $80,935-11.1% |
| Participation rate | 67.9% | 62.1%+5.8pp | 69.1%-1.2pp | 67.7%+0.2pp |
| Annual return | 12.69% | 20.58%-7.9pp | 361.25%-348.6pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,014 | $1,866+61.5% | $2,693+11.9% | $2,757+9.3% |
| Participant deferral / active EE | $1,232 | $3,051-59.6% | $4,259-71.1% | $4,299-71.4% |
| Admin fee / account holder | $518 | $5,241-90.1% | $6,421-91.9% | $6,924-92.5% |