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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 | $56,116+0.8% | $135,768-58.3% | $86,983-34.9% |
| Participation rate | 69.2% | 60.1%+9.1pp | 71.1%-1.8pp | 69.5%-0.3pp |
| Annual return | 22.06% | 125.33%-103.3pp | 526.10%-504.0pp | 25.83%-3.8pp |
| Employer contribution / active EE | $1,782 | $1,528+16.7% | $3,394-47.5% | $2,584-31.0% |
| Participant deferral / active EE | $7,000 | $2,690+160.3% | $3,977+76.0% | $4,194+66.9% |
| Admin fee / account holder | $1,919 | $4,314-55.5% | $7,048-72.8% | $7,856-75.6% |