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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 | $78,915 | $55,902+41.2% | $76,030+3.8% | $80,959-2.5% |
| Participation rate | 58.5% | 62.1%-3.5pp | 69.1%-10.5pp | 67.7%-9.1pp |
| Annual return | 16.24% | 20.59%-4.4pp | 361.54%-345.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,971 | $1,867+5.6% | $2,688-26.7% | $2,757-28.5% |
| Participant deferral / active EE | $5,160 | $3,051+69.1% | $4,257+21.2% | $4,300+20.0% |
| Admin fee / account holder | $898 | $5,239-82.9% | $6,421-86.0% | $6,925-87.0% |