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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 | $78,636 | $53,128+48.0% | $86,582-9.2% | $70,126+12.1% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.5pp | 69.5%-0.5pp |
| Annual return | 18.88% | 27.66%-8.8pp | 965.08%-946.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,287 | $2,068-37.7% | $2,839-54.7% | $2,343-45.0% |
| Participant deferral / active EE | $3,116 | $2,695+15.6% | $3,609-13.6% | $3,332-6.5% |
| Admin fee / account holder | $1,559 | $3,584-56.5% | $4,904-68.2% | $4,645-66.5% |