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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 | $59,204 | $58,275+1.6% | $81,844-27.7% | $80,935-26.9% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 14.97% | 41.82%-26.8pp | 778.87%-763.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $4,060 | $2,346+73.1% | $2,916+39.2% | $2,757+47.3% |
| Participant deferral / active EE | $7,028 | $3,285+113.9% | $4,323+62.6% | $4,299+63.5% |
| Admin fee / account holder | $9,933 | $4,749+109.2% | $7,355+35.0% | $6,924+43.5% |