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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 | $86,470 | $58,828+47.0% | $78,002+10.9% | $62,881+37.5% |
| Participation rate | 69.0% | 71.1%-2.1pp | 75.5%-6.6pp | 69.3%-0.3pp |
| Annual return | 5.54% | 17.16%-11.6pp | 425.99%-420.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,833 | $1,672+9.7% | $2,470-25.8% | $2,281-19.6% |
| Participant deferral / active EE | $3,372 | $2,686+25.6% | $3,497-3.6% | $3,203+5.3% |
| Admin fee / account holder | $502 | $4,393-88.6% | $5,481-90.8% | $4,296-88.3% |