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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 | $48,277+47.6% | $67,511+5.5% | $80,874-11.9% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.6%+0.4pp |
| Annual return | 11.34% | 18.27%-6.9pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,028 | $2,021-49.1% | $2,733-62.4% | $2,756-62.7% |
| Participant deferral / active EE | $4,389 | $2,926+50.0% | $4,000+9.7% | $4,297+2.2% |
| Admin fee / account holder | $695 | $3,687-81.2% | $3,999-82.6% | $6,935-90.0% |