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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 | $75,697 | $60,442+25.2% | $96,754-21.8% | $87,485-13.5% |
| Participation rate | 60.0% | 58.7%+1.3pp | 70.3%-10.3pp | 68.9%-8.9pp |
| Annual return | 17.43% | 21.97%-4.5pp | 82.04%-64.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,627 | $1,691+55.4% | $2,679-1.9% | $2,596+1.2% |
| Participant deferral / active EE | $5,099 | $3,280+55.5% | $4,758+7.2% | $4,274+19.3% |
| Admin fee / account holder | $3,945 | $5,069-22.2% | $8,905-55.7% | $7,775-49.3% |