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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 | $69,838 | $53,128+31.5% | $86,582-19.3% | $70,126-0.4% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 13.56% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,296 | $2,068-37.3% | $2,839-54.3% | $2,343-44.7% |
| Participant deferral / active EE | $1,494 | $2,695-44.6% | $3,609-58.6% | $3,332-55.2% |
| Admin fee / account holder | $8,630 | $3,584+140.8% | $4,904+76.0% | $4,645+85.8% |