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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 | $66,224 | $51,638+28.2% | $68,368-3.1% | $82,448-19.7% |
| Participation rate | 63.0% | 63.6%-0.6pp | 73.8%-10.8pp | 68.1%-5.1pp |
| Annual return | 16.71% | 37.53%-20.8pp | 292.57%-275.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,246 | $2,047-39.1% | $2,649-53.0% | $2,551-51.2% |
| Participant deferral / active EE | $7,182 | $2,914+146.5% | $4,123+74.2% | $4,139+73.5% |
| Admin fee / account holder | $478 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |