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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 | $74,765 | $70,684+5.8% | $169,390-55.9% | $75,173-0.5% |
| Participation rate | 56.0% | 64.8%-8.8pp | 77.2%-21.2pp | 67.2%-11.2pp |
| Annual return | 16.34% | 36.38%-20.0pp | 406.07%-389.7pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,814 | $2,211-18.0% | $4,013-54.8% | $2,671-32.1% |
| Participant deferral / active EE | $4,020 | $4,310-6.7% | $6,222-35.4% | $4,126-2.6% |
| Admin fee / account holder | $12,588 | $5,404+132.9% | $9,015+39.6% | $5,651+122.8% |