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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 | $57,803 | $51,184+12.9% | $66,439-13.0% | $86,983-33.5% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.5%-4.9pp | 69.5%+0.1pp |
| Annual return | 13.00% | 17.07%-4.1pp | 757.66%-744.7pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,522 | $2,023+24.7% | $2,637-4.4% | $2,584-2.4% |
| Participant deferral / active EE | $3,356 | $2,927+14.6% | $3,876-13.4% | $4,194-20.0% |
| Admin fee / account holder | $3,040 | $4,154-26.8% | $6,173-50.8% | $7,856-61.3% |