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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 | $56,060+34.5% | $76,002-0.8% | $80,874-6.8% |
| Participation rate | 61.3% | 62.0%-0.7pp | 69.1%-7.8pp | 67.6%-6.4pp |
| Annual return | 14.76% | 20.54%-5.8pp | 360.07%-345.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,124 | $1,873+66.7% | $2,688+16.2% | $2,756+13.4% |
| Participant deferral / active EE | $6,009 | $3,051+96.9% | $4,257+41.2% | $4,297+39.8% |
| Admin fee / account holder | $4,349 | $5,237-17.0% | $6,414-32.2% | $6,935-37.3% |