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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 | $60,334 | $55,889+8.0% | $76,119-20.7% | $80,935-25.5% |
| Participation rate | 67.5% | 62.1%+5.4pp | 69.1%-1.6pp | 67.7%-0.2pp |
| Annual return | 11.41% | 20.58%-9.2pp | 361.25%-349.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,568 | $1,866+37.6% | $2,693-4.6% | $2,757-6.9% |
| Participant deferral / active EE | $3,071 | $3,051+0.7% | $4,259-27.9% | $4,299-28.6% |
| Admin fee / account holder | $662 | $5,241-87.4% | $6,421-89.7% | $6,924-90.4% |