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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 | $68,485 | $61,125+12.0% | $94,057-27.2% | $87,485-21.7% |
| Participation rate | 66.2% | 64.1%+2.1pp | 73.3%-7.2pp | 68.9%-2.8pp |
| Annual return | 15.48% | 35.20%-19.7pp | 480.62%-465.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,328 | $2,136-37.9% | $2,933-54.7% | $2,596-48.9% |
| Participant deferral / active EE | $3,381 | $3,260+3.7% | $4,709-28.2% | $4,274-20.9% |
| Admin fee / account holder | $2,693 | $5,629-52.2% | $7,244-62.8% | $7,775-65.4% |