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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 | $68,397 | $55,902+22.4% | $76,030-10.0% | $80,959-15.5% |
| Participation rate | 58.1% | 62.1%-3.9pp | 69.1%-10.9pp | 67.7%-9.5pp |
| Annual return | 14.37% | 20.59%-6.2pp | 361.54%-347.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,036 | $1,867-44.5% | $2,688-61.4% | $2,757-62.4% |
| Participant deferral / active EE | $3,621 | $3,051+18.7% | $4,257-14.9% | $4,300-15.8% |
| Admin fee / account holder | $606 | $5,239-88.4% | $6,421-90.6% | $6,925-91.2% |