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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 | $84,582 | $23,330+262.6% | $64,489+31.2% | $82,448+2.6% |
| Participation rate | 61.4% | 68.3%-6.9pp | 67.7%-6.3pp | 68.1%-6.7pp |
| Annual return | 16.12% | 83.66%-67.5pp | 55.03%-38.9pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,477 | $824+79.2% | $1,523-3.0% | $2,551-42.1% |
| Participant deferral / active EE | $2,697 | $1,707+58.0% | $2,778-2.9% | $4,139-34.9% |
| Admin fee / account holder | $1,903 | $2,946-35.4% | $4,260-55.3% | $7,234-73.7% |