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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 | $76,449 | $51,638+48.0% | $68,368+11.8% | $82,448-7.3% |
| Participation rate | 68.5% | 63.6%+4.9pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 15.63% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,941 | $2,047-5.2% | $2,649-26.7% | $2,551-23.9% |
| Participant deferral / active EE | $3,877 | $2,914+33.1% | $4,123-6.0% | $4,139-6.3% |
| Admin fee / account holder | $1,615 | $4,643-65.2% | $5,150-68.6% | $7,234-77.7% |