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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 | $61,316 | $78,707-22.1% | $117,861-48.0% | $70,126-12.6% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 21.96% | 23.30%-1.3pp | 335.11%-313.1pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,993 | $2,223-10.4% | $3,786-47.4% | $2,343-14.9% |
| Participant deferral / active EE | $3,671 | $3,297+11.3% | $4,482-18.1% | $3,332+10.2% |
| Admin fee / account holder | $3,415 | $5,066-32.6% | $8,021-57.4% | $4,645-26.5% |