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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 | $81,198 | $58,828+38.0% | $78,002+4.1% | $62,881+29.1% |
| Participation rate | 69.8% | 71.1%-1.3pp | 75.5%-5.8pp | 69.3%+0.5pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.99%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,229 | $1,672-26.5% | $2,470-50.2% | $2,281-46.1% |
| Participant deferral / active EE | $2,630 | $2,686-2.1% | $3,497-24.8% | $3,203-17.9% |
| Admin fee / account holder | $4,079 | $4,393-7.1% | $5,481-25.6% | $4,296-5.0% |