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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 | $64,062 | $64,705-1.0% | $62,929+1.8% | $67,986-5.8% |
| Participation rate | 63.8% | 65.6%-1.8pp | 73.1%-9.3pp | 57.2%+6.6pp |
| Annual return | 22.88% | 20.31%+2.6pp | 1063.93%-1041.0pp | 31.67%-8.8pp |
| Employer contribution / active EE | $2,307 | $2,376-2.9% | $2,505-7.9% | $2,019+14.3% |
| Participant deferral / active EE | $3,087 | $3,198-3.5% | $3,888-20.6% | $3,358-8.1% |
| Admin fee / account holder | $711 | $1,428-50.2% | $5,065-86.0% | $3,203-77.8% |