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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 | $74,769 | $72,071+3.7% | $68,368+9.4% | $137,256-45.5% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 18.60% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,995 | $2,788-28.4% | $2,649-24.7% | $4,156-52.0% |
| Participant deferral / active EE | $6,321 | $4,410+43.3% | $4,123+53.3% | $6,407-1.3% |
| Admin fee / account holder | $1,086 | $5,336-79.6% | $5,150-78.9% | $12,270-91.2% |