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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 | $51,606+23.5% | $129,339-50.7% | $80,911-21.2% |
| Participation rate | 66.0% | 57.0%+9.1pp | 69.6%-3.6pp | 67.6%-1.6pp |
| Annual return | 13.36% | 20.76%-7.4pp | 9437.05%-9423.7pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,022 | $1,582+91.0% | $4,154-27.2% | $2,756+9.7% |
| Participant deferral / active EE | $5,571 | $2,669+108.8% | $4,170+33.6% | $4,297+29.6% |
| Admin fee / account holder | $7,360 | $4,310+70.8% | $7,668-4.0% | $6,935+6.1% |