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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 | $66,315 | $63,354+4.7% | $94,105-29.5% | $82,637-19.8% |
| Participation rate | 68.0% | 63.8%+4.2pp | 71.9%-3.9pp | 68.1%-0.1pp |
| Annual return | 14.07% | 34.36%-20.3pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $921 | $1,760-47.7% | $2,504-63.2% | $2,552-63.9% |
| Participant deferral / active EE | $3,708 | $2,873+29.0% | $3,881-4.5% | $4,126-10.1% |
| Admin fee / account holder | $303 | $5,073-94.0% | $6,199-95.1% | $7,339-95.9% |