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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 | $75,390 | $55,889+34.9% | $76,119-1.0% | $80,935-6.9% |
| Participation rate | 61.3% | 62.1%-0.8pp | 69.1%-7.8pp | 67.7%-6.4pp |
| Annual return | 14.76% | 20.58%-5.8pp | 361.25%-346.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,124 | $1,866+67.4% | $2,693+16.0% | $2,757+13.3% |
| Participant deferral / active EE | $6,009 | $3,051+96.9% | $4,259+41.1% | $4,299+39.8% |
| Admin fee / account holder | $4,349 | $5,241-17.0% | $6,421-32.3% | $6,924-37.2% |