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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 | $63,755 | $51,638+23.5% | $129,406-50.7% | $80,959-21.3% |
| Participation rate | 66.0% | 56.9%+9.1pp | 69.6%-3.6pp | 67.7%-1.6pp |
| Annual return | 13.36% | 20.78%-7.4pp | 9468.18%-9454.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,022 | $1,584+90.9% | $4,155-27.3% | $2,757+9.6% |
| Participant deferral / active EE | $5,571 | $2,670+108.6% | $4,167+33.7% | $4,300+29.5% |
| Admin fee / account holder | $7,360 | $4,313+70.6% | $7,689-4.3% | $6,925+6.3% |