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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 | $53,514 | $29,667+80.4% | $56,441-5.2% | $80,874-33.8% |
| Participation rate | 52.6% | 41.7%+11.0pp | 52.5%+0.1pp | 67.6%-15.0pp |
| Annual return | 12.31% | 35.22%-22.9pp | 1704.21%-1691.9pp | 35.62%-23.3pp |
| Employer contribution / active EE | $708 | $669+5.8% | $1,039-31.8% | $2,756-74.3% |
| Participant deferral / active EE | $5,488 | $1,227+347.5% | $1,953+181.0% | $4,297+27.7% |
| Admin fee / account holder | $5,656 | $2,429+132.8% | $2,829+99.9% | $6,935-18.4% |