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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 | $58,311+29.6% | $81,882-7.7% | $80,959-6.6% |
| Participation rate | 62.1% | 63.5%-1.4pp | 72.4%-10.3pp | 67.7%-5.6pp |
| Annual return | 13.60% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,997 | $2,347+27.7% | $2,916+2.8% | $2,757+8.7% |
| Participant deferral / active EE | $6,496 | $3,287+97.6% | $4,323+50.3% | $4,300+51.1% |
| Admin fee / account holder | $1,319 | $4,752-72.2% | $7,360-82.1% | $6,925-81.0% |