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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 | $67,250 | $63,354+6.1% | $94,105-28.5% | $82,637-18.6% |
| Participation rate | 69.2% | 63.8%+5.4pp | 71.9%-2.7pp | 68.1%+1.2pp |
| Annual return | 21.04% | 34.36%-13.3pp | 204.55%-183.5pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,587 | $1,760+47.0% | $2,504+3.3% | $2,552+1.4% |
| Participant deferral / active EE | $7,104 | $2,873+147.2% | $3,881+83.0% | $4,126+72.2% |
| Admin fee / account holder | $4,711 | $5,073-7.1% | $6,199-24.0% | $7,339-35.8% |