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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 | $86,578 | $61,125+41.6% | $94,057-8.0% | $87,485-1.0% |
| Participation rate | 61.5% | 64.1%-2.5pp | 73.3%-11.8pp | 68.9%-7.4pp |
| Annual return | 18.61% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,501 | $2,136-29.7% | $2,933-48.8% | $2,596-42.2% |
| Participant deferral / active EE | $3,554 | $3,260+9.0% | $4,709-24.5% | $4,274-16.8% |
| Admin fee / account holder | $4,372 | $5,629-22.3% | $7,244-39.6% | $7,775-43.8% |