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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 | $65,943 | $51,638+27.7% | $68,368-3.5% | $82,448-20.0% |
| Participation rate | 68.0% | 63.6%+4.4pp | 73.8%-5.8pp | 68.1%-0.1pp |
| Annual return | 16.22% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,657 | $2,047+78.7% | $2,649+38.1% | $2,551+43.4% |
| Participant deferral / active EE | $6,929 | $2,914+137.8% | $4,123+68.1% | $4,139+67.4% |
| Admin fee / account holder | $5,084 | $4,643+9.5% | $5,150-1.3% | $7,234-29.7% |