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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 | $72,932 | $51,638+41.2% | $68,368+6.7% | $82,448-11.5% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 18.10% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,727 | $2,047-15.6% | $2,649-34.8% | $2,551-32.3% |
| Participant deferral / active EE | $3,483 | $2,914+19.5% | $4,123-15.5% | $4,139-15.9% |
| Admin fee / account holder | $1,920 | $4,643-58.6% | $5,150-62.7% | $7,234-73.5% |