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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 | $65,695 | $58,311+12.7% | $81,882-19.8% | $80,959-18.9% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 15.15% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,864 | $2,347-20.6% | $2,916-36.1% | $2,757-32.4% |
| Participant deferral / active EE | $2,635 | $3,287-19.8% | $4,323-39.1% | $4,300-38.7% |
| Admin fee / account holder | $13,504 | $4,752+184.2% | $7,360+83.5% | $6,925+95.0% |