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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 | $70,186 | $55,889+25.6% | $76,119-7.8% | $80,935-13.3% |
| Participation rate | 57.6% | 62.1%-4.4pp | 69.1%-11.4pp | 67.7%-10.0pp |
| Annual return | 13.59% | 20.58%-7.0pp | 361.25%-347.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,619 | $1,866-13.3% | $2,693-39.9% | $2,757-41.3% |
| Participant deferral / active EE | $4,547 | $3,051+49.0% | $4,259+6.8% | $4,299+5.8% |
| Admin fee / account holder | $307 | $5,241-94.1% | $6,421-95.2% | $6,924-95.6% |