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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 | $76,595 | $53,128+44.2% | $86,582-11.5% | $70,126+9.2% |
| Participation rate | 69.4% | 65.3%+4.1pp | 73.5%-4.2pp | 69.5%-0.2pp |
| Annual return | 14.96% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $752 | $2,068-63.7% | $2,839-73.5% | $2,343-67.9% |
| Participant deferral / active EE | $2,476 | $2,695-8.1% | $3,609-31.4% | $3,332-25.7% |
| Admin fee / account holder | $1,739 | $3,584-51.5% | $4,904-64.5% | $4,645-62.6% |