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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 | $57,290 | $56,200+1.9% | $67,653-15.3% | $59,633-3.9% |
| Participation rate | 60.5% | 71.5%-10.9pp | 75.7%-15.1pp | 68.7%-8.1pp |
| Annual return | 5.93% | 18506.71%-18500.8pp | 6625.22%-6619.3pp | 2041.40%-2035.5pp |
| Employer contribution / active EE | $353 | $1,615-78.2% | $2,266-84.4% | $2,203-84.0% |
| Participant deferral / active EE | $3,183 | $2,843+11.9% | $3,560-10.6% | $3,192-0.3% |
| Admin fee / account holder | $15,281 | $3,959+286.0% | $4,821+217.0% | $4,297+255.6% |