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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 | $75,736 | $56,060+35.1% | $76,002-0.4% | $80,874-6.4% |
| Participation rate | 61.6% | 62.0%-0.4pp | 69.1%-7.4pp | 67.6%-6.0pp |
| Annual return | 15.73% | 20.54%-4.8pp | 360.07%-344.3pp | 35.62%-19.9pp |
| Employer contribution / active EE | $965 | $1,873-48.5% | $2,688-64.1% | $2,756-65.0% |
| Participant deferral / active EE | $5,791 | $3,051+89.8% | $4,257+36.1% | $4,297+34.8% |
| Admin fee / account holder | $16,063 | $5,237+206.7% | $6,414+150.4% | $6,935+131.6% |