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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 | $68,974 | $55,889+23.4% | $76,119-9.4% | $80,935-14.8% |
| Participation rate | 69.5% | 62.1%+7.4pp | 69.1%+0.4pp | 67.7%+1.8pp |
| Annual return | 15.39% | 20.58%-5.2pp | 361.25%-345.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,231 | $1,866+19.6% | $2,693-17.1% | $2,757-19.1% |
| Participant deferral / active EE | $4,068 | $3,051+33.3% | $4,259-4.5% | $4,299-5.4% |
| Admin fee / account holder | $3,191 | $5,241-39.1% | $6,421-50.3% | $6,924-53.9% |