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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 | $68,388 | $55,902+22.3% | $76,030-10.1% | $80,959-15.5% |
| Participation rate | 69.1% | 62.1%+7.0pp | 69.1%0pp | 67.7%+1.4pp |
| Annual return | 13.58% | 20.59%-7.0pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,327 | $1,867+24.6% | $2,688-13.4% | $2,757-15.6% |
| Participant deferral / active EE | $4,211 | $3,051+38.0% | $4,257-1.1% | $4,300-2.1% |
| Admin fee / account holder | $8,903 | $5,239+69.9% | $6,421+38.7% | $6,925+28.6% |