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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 | $85,402 | $55,889+52.8% | $76,119+12.2% | $80,935+5.5% |
| Participation rate | 66.1% | 62.1%+4.0pp | 69.1%-3.0pp | 67.7%-1.6pp |
| Annual return | 12.72% | 20.58%-7.9pp | 361.25%-348.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,604 | $1,866-14.0% | $2,693-40.4% | $2,757-41.8% |
| Participant deferral / active EE | $1,971 | $3,051-35.4% | $4,259-53.7% | $4,299-54.2% |
| Admin fee / account holder | $1,426 | $5,241-72.8% | $6,421-77.8% | $6,924-79.4% |