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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 | $79,682 | $56,060+42.1% | $76,002+4.8% | $80,874-1.5% |
| Participation rate | 62.5% | 62.0%+0.5pp | 69.1%-6.6pp | 67.6%-5.1pp |
| Annual return | 12.80% | 20.54%-7.7pp | 360.07%-347.3pp | 35.62%-22.8pp |
| Employer contribution / active EE | $495 | $1,873-73.6% | $2,688-81.6% | $2,756-82.1% |
| Participant deferral / active EE | $3,503 | $3,051+14.8% | $4,257-17.7% | $4,297-18.5% |
| Admin fee / account holder | $5,522 | $5,237+5.4% | $6,414-13.9% | $6,935-20.4% |