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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 | $61,125+8.3% | $94,057-29.6% | $87,485-24.3% |
| Participation rate | 63.0% | 64.1%-1.1pp | 73.3%-10.4pp | 68.9%-6.0pp |
| Annual return | 16.71% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,246 | $2,136-41.7% | $2,933-57.5% | $2,596-52.0% |
| Participant deferral / active EE | $7,182 | $3,260+120.3% | $4,709+52.5% | $4,274+68.1% |
| Admin fee / account holder | $478 | $5,629-91.5% | $7,244-93.4% | $7,775-93.8% |