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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 | $75,429 | $78,707-4.2% | $117,861-36.0% | $70,126+7.6% |
| Participation rate | 69.9% | 73.2%-3.3pp | 79.7%-9.8pp | 69.5%+0.3pp |
| Annual return | 19.67% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,438 | $2,223-35.3% | $3,786-62.0% | $2,343-38.6% |
| Participant deferral / active EE | $2,004 | $3,297-39.2% | $4,482-55.3% | $3,332-39.9% |
| Admin fee / account holder | $6,302 | $5,066+24.4% | $8,021-21.4% | $4,645+35.7% |