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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 | $77,387 | $52,279+48.0% | $89,435-13.5% | $79,856-3.1% |
| Participation rate | 63.0% | 57.5%+5.5pp | 68.0%-4.9pp | 69.6%-6.6pp |
| Annual return | 13.36% | 22.16%-8.8pp | 245.55%-232.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,970 | $1,572+25.3% | $2,587-23.9% | $2,471-20.3% |
| Participant deferral / active EE | $3,099 | $2,740+13.1% | $3,890-20.3% | $3,741-17.2% |
| Admin fee / account holder | $28,130 | $3,356+738.1% | $4,884+475.9% | $5,306+430.1% |