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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 | $73,406 | $94,031-21.9% | $115,768-36.6% | $82,448-11.0% |
| Participation rate | 68.4% | 70.4%-2.0pp | 74.4%-6.0pp | 68.1%+0.4pp |
| Annual return | 36.54% | 20.61%+15.9pp | 100.46%-63.9pp | 41.64%-5.1pp |
| Employer contribution / active EE | $2,707 | $2,323+16.5% | $2,940-7.9% | $2,551+6.1% |
| Participant deferral / active EE | $4,837 | $3,972+21.8% | $4,917-1.6% | $4,139+16.9% |
| Admin fee / account holder | $1,348 | $10,249-86.8% | $12,439-89.2% | $7,234-81.4% |