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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 | $82,835 | $78,707+5.2% | $117,861-29.7% | $70,126+18.1% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 16.43% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $553 | $2,223-75.1% | $3,786-85.4% | $2,343-76.4% |
| Participant deferral / active EE | $3,324 | $3,297+0.8% | $4,482-25.8% | $3,332-0.2% |
| Admin fee / account holder | $5,183 | $5,066+2.3% | $8,021-35.4% | $4,645+11.6% |