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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 | $68,175 | $63,346+7.6% | $92,240-26.1% | $70,126-2.8% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 13.50% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,654 | $2,471-33.1% | $3,680-55.1% | $2,343-29.4% |
| Participant deferral / active EE | $2,788 | $2,854-2.3% | $3,897-28.5% | $3,332-16.3% |
| Admin fee / account holder | $468 | $3,841-87.8% | $5,194-91.0% | $4,645-89.9% |