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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 | $61,994 | $65,566-5.4% | $86,235-28.1% | $75,177-17.5% |
| Participation rate | 66.0% | 60.5%+5.5pp | 69.0%-3.0pp | 67.2%-1.2pp |
| Annual return | 19.05% | 46.07%-27.0pp | 1170.03%-1151.0pp | 160.75%-141.7pp |
| Employer contribution / active EE | $1,589 | $1,553+2.3% | $2,381-33.3% | $2,671-40.5% |
| Participant deferral / active EE | $4,658 | $3,023+54.1% | $3,987+16.8% | $4,126+12.9% |
| Admin fee / account holder | $5,171 | $5,470-5.5% | $6,856-24.6% | $5,651-8.5% |