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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 | $63,672 | $51,638+23.3% | $68,368-6.9% | $82,448-22.8% |
| Participation rate | 53.1% | 63.6%-10.5pp | 73.8%-20.6pp | 68.1%-14.9pp |
| Annual return | 15.17% | 37.53%-22.4pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,106 | $2,047+2.9% | $2,649-20.5% | $2,551-17.4% |
| Participant deferral / active EE | $3,639 | $2,914+24.9% | $4,123-11.7% | $4,139-12.1% |
| Admin fee / account holder | $6,166 | $4,643+32.8% | $5,150+19.7% | $7,234-14.8% |