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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 | $66,004 | $58,311+13.2% | $81,882-19.4% | $80,959-18.5% |
| Participation rate | 62.7% | 63.5%-0.8pp | 72.4%-9.7pp | 67.7%-5.0pp |
| Annual return | 11.61% | 41.85%-30.2pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,999 | $2,347-14.8% | $2,916-31.5% | $2,757-27.5% |
| Participant deferral / active EE | $3,453 | $3,287+5.0% | $4,323-20.1% | $4,300-19.7% |
| Admin fee / account holder | $5,182 | $4,752+9.0% | $7,360-29.6% | $6,925-25.2% |