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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 | $72,395 | $61,816+17.1% | $97,260-25.6% | $80,935-10.6% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.7%-4.8pp | 67.7%+0.2pp |
| Annual return | 14.36% | -558.73%+573.1pp | 75.54%-61.2pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,081 | $1,836+67.8% | $2,721+13.2% | $2,757+11.8% |
| Participant deferral / active EE | $5,717 | $3,027+88.9% | $4,262+34.1% | $4,299+33.0% |
| Admin fee / account holder | $4,182 | $5,166-19.0% | $5,640-25.9% | $6,924-39.6% |