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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 | $74,074 | $23,330+217.5% | $64,489+14.9% | $82,448-10.2% |
| Participation rate | 60.6% | 68.3%-7.7pp | 67.7%-7.1pp | 68.1%-7.5pp |
| Annual return | 18.70% | 83.66%-65.0pp | 55.03%-36.3pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,448 | $824+196.9% | $1,523+60.7% | $2,551-4.0% |
| Participant deferral / active EE | $6,031 | $1,707+253.3% | $2,778+117.1% | $4,139+45.7% |
| Admin fee / account holder | $7,191 | $2,946+144.1% | $4,260+68.8% | $7,234-0.6% |