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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 | $78,417 | $58,275+34.6% | $81,844-4.2% | $80,935-3.1% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 12.74% | 41.82%-29.1pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,556 | $2,346-33.7% | $2,916-46.6% | $2,757-43.5% |
| Participant deferral / active EE | $3,545 | $3,285+7.9% | $4,323-18.0% | $4,299-17.5% |
| Admin fee / account holder | $708 | $4,749-85.1% | $7,355-90.4% | $6,924-89.8% |