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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 | $55,835 | $51,736+7.9% | $120,225-53.6% | $67,986-17.9% |
| Participation rate | 56.5% | 46.1%+10.4pp | 69.6%-13.1pp | 57.2%-0.8pp |
| Annual return | 16.60% | 31.98%-15.4pp | 439.23%-422.6pp | 31.67%-15.1pp |
| Employer contribution / active EE | $962 | $1,071-10.2% | $3,475-72.3% | $2,019-52.3% |
| Participant deferral / active EE | $1,763 | $2,206-20.1% | $3,999-55.9% | $3,358-47.5% |
| Admin fee / account holder | $1,439 | $4,159-65.4% | $5,696-74.7% | $3,203-55.1% |