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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 | $61,423 | $51,642+18.9% | $129,384-52.5% | $80,935-24.1% |
| Participation rate | 63.8% | 56.9%+6.9pp | 69.6%-5.9pp | 67.7%-3.9pp |
| Annual return | 14.71% | 20.78%-6.1pp | 9461.77%-9447.1pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,922 | $1,583+21.4% | $4,153-53.7% | $2,757-30.3% |
| Participant deferral / active EE | $3,674 | $2,670+37.6% | $4,166-11.8% | $4,299-14.5% |
| Admin fee / account holder | $5,267 | $4,312+22.2% | $7,686-31.5% | $6,924-23.9% |