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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 | $71,255 | $48,337+47.4% | $67,560+5.5% | $80,959-12.0% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.7%+0.3pp |
| Annual return | 11.34% | 18.26%-6.9pp | 3533.50%-3522.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,028 | $2,023-49.2% | $2,737-62.4% | $2,757-62.7% |
| Participant deferral / active EE | $4,389 | $2,928+49.9% | $4,004+9.6% | $4,300+2.1% |
| Admin fee / account holder | $695 | $3,695-81.2% | $3,994-82.6% | $6,925-90.0% |