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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 | $29,736+80.0% | $56,033-4.5% | $80,935-33.9% |
| Participation rate | 52.6% | 41.7%+10.9pp | 52.5%+0.1pp | 67.7%-15.0pp |
| Annual return | 12.31% | 35.28%-23.0pp | 1711.38%-1699.1pp | 35.66%-23.4pp |
| Employer contribution / active EE | $708 | $671+5.5% | $1,041-32.0% | $2,757-74.3% |
| Participant deferral / active EE | $5,488 | $1,228+346.8% | $1,954+180.9% | $4,299+27.7% |
| Admin fee / account holder | $5,656 | $2,434+132.4% | $2,827+100.1% | $6,924-18.3% |