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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 | $73,815 | $60,442+22.1% | $96,754-23.7% | $87,485-15.6% |
| Participation rate | 69.0% | 58.7%+10.3pp | 70.3%-1.3pp | 68.9%0pp |
| Annual return | 16.08% | 21.97%-5.9pp | 82.04%-66.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,677 | $1,691-0.8% | $2,679-37.4% | $2,596-35.4% |
| Participant deferral / active EE | $2,318 | $3,280-29.3% | $4,758-51.3% | $4,274-45.7% |
| Admin fee / account holder | $1,286 | $5,069-74.6% | $8,905-85.6% | $7,775-83.5% |