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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 | $72,204 | $55,889+29.2% | $76,119-5.1% | $80,935-10.8% |
| Participation rate | 60.0% | 62.1%-2.1pp | 69.1%-9.1pp | 67.7%-7.7pp |
| Annual return | 13.57% | 20.58%-7.0pp | 361.25%-347.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,859 | $1,866-0.4% | $2,693-30.9% | $2,757-32.6% |
| Participant deferral / active EE | $3,943 | $3,051+29.2% | $4,259-7.4% | $4,299-8.3% |
| Admin fee / account holder | $7,460 | $5,241+42.3% | $6,421+16.2% | $6,924+7.7% |