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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 | $58,258+13.3% | $81,820-19.3% | $80,925-18.4% |
| Participation rate | 62.7% | 63.5%-0.8pp | 72.4%-9.7pp | 67.7%-4.9pp |
| Annual return | 11.61% | 41.76%-30.2pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,999 | $2,345-14.8% | $2,915-31.4% | $2,756-27.5% |
| Participant deferral / active EE | $3,453 | $3,284+5.1% | $4,323-20.1% | $4,299-19.7% |
| Admin fee / account holder | $5,182 | $4,976+4.1% | $7,391-29.9% | $6,940-25.3% |