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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 | $75,595 | $58,234+29.8% | $81,783-7.6% | $80,874-6.5% |
| Participation rate | 62.1% | 63.4%-1.4pp | 72.4%-10.3pp | 67.6%-5.6pp |
| Annual return | 13.60% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,997 | $2,341+28.0% | $2,913+2.9% | $2,756+8.8% |
| Participant deferral / active EE | $6,496 | $3,283+97.9% | $4,320+50.4% | $4,297+51.2% |
| Admin fee / account holder | $1,319 | $4,982-73.5% | $7,380-82.1% | $6,935-81.0% |