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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 | $55,902+42.5% | $76,030+4.8% | $80,959-1.6% |
| Participation rate | 62.5% | 62.1%+0.4pp | 69.1%-6.6pp | 67.7%-5.2pp |
| Annual return | 12.80% | 20.59%-7.8pp | 361.54%-348.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $495 | $1,867-73.5% | $2,688-81.6% | $2,757-82.1% |
| Participant deferral / active EE | $3,503 | $3,051+14.8% | $4,257-17.7% | $4,300-18.5% |
| Admin fee / account holder | $5,522 | $5,239+5.4% | $6,421-14.0% | $6,925-20.3% |