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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 | $65,084-1.6% | $67,681-5.3% | $64,340-0.4% |
| Participation rate | 63.8% | 66.7%-2.9pp | 73.7%-9.9pp | 55.2%+8.6pp |
| Annual return | 22.88% | 20.50%+2.4pp | 590.58%-567.7pp | 24.14%-1.3pp |
| Employer contribution / active EE | $2,307 | $2,398-3.8% | $2,678-13.9% | $1,862+23.9% |
| Participant deferral / active EE | $3,087 | $3,210-3.9% | $3,976-22.4% | $2,980+3.6% |
| Admin fee / account holder | $711 | $1,415-49.8% | $6,100-88.3% | $3,703-80.8% |