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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 | $71,171 | $55,889+27.3% | $76,119-6.5% | $80,935-12.1% |
| Participation rate | 56.3% | 62.1%-5.8pp | 69.1%-12.8pp | 67.7%-11.4pp |
| Annual return | 17.72% | 20.58%-2.9pp | 361.25%-343.5pp | 35.66%-17.9pp |
| Employer contribution / active EE | $2,990 | $1,866+60.2% | $2,693+11.0% | $2,757+8.5% |
| Participant deferral / active EE | $5,431 | $3,051+78.0% | $4,259+27.5% | $4,299+26.3% |
| Admin fee / account holder | $2,897 | $5,241-44.7% | $6,421-54.9% | $6,924-58.2% |