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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 | $83,823 | $78,705+6.5% | $117,857-28.9% | $70,131+19.5% |
| Participation rate | 64.6% | 73.2%-8.6pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 19.75% | 23.30%-3.5pp | 335.09%-315.3pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,414 | $2,223+53.6% | $3,786-9.8% | $2,342+45.7% |
| Participant deferral / active EE | $1,608 | $3,297-51.2% | $4,482-64.1% | $3,332-51.7% |
| Admin fee / account holder | $1,590 | $5,065-68.6% | $8,020-80.2% | $4,645-65.8% |