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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 | $56,588 | $56,431+0.3% | $130,788-56.7% | $87,485-35.3% |
| Participation rate | 69.2% | 58.9%+10.3pp | 70.1%-0.9pp | 68.9%+0.3pp |
| Annual return | 22.06% | 91.27%-69.2pp | 386.44%-364.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,782 | $1,549+15.1% | $3,558-49.9% | $2,596-31.3% |
| Participant deferral / active EE | $7,000 | $2,749+154.6% | $4,137+69.2% | $4,274+63.8% |
| Admin fee / account holder | $1,919 | $4,433-56.7% | $6,673-71.2% | $7,775-75.3% |