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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 | $84,765 | $51,604+64.3% | $129,295-34.4% | $80,874+4.8% |
| Participation rate | 59.3% | 57.0%+2.3pp | 69.6%-10.4pp | 67.6%-8.4pp |
| Annual return | 12.10% | 20.76%-8.7pp | 9429.28%-9417.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,273 | $1,585-19.6% | $4,157-69.4% | $2,756-53.8% |
| Participant deferral / active EE | $3,351 | $2,670+25.5% | $4,169-19.6% | $4,297-22.0% |
| Admin fee / account holder | $5,945 | $4,310+37.9% | $7,665-22.4% | $6,935-14.3% |