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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 | $51,574 | $29,670+73.8% | $56,054-8.0% | $80,911-36.3% |
| Participation rate | 56.1% | 41.7%+14.5pp | 52.5%+3.7pp | 67.6%-11.5pp |
| Annual return | 14.94% | 35.24%-20.3pp | 1705.95%-1691.0pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,011 | $670+51.0% | $1,039-2.7% | $2,756-63.3% |
| Participant deferral / active EE | $1,658 | $1,227+35.1% | $1,952-15.1% | $4,297-61.4% |
| Admin fee / account holder | $1,308 | $2,431-46.2% | $2,822-53.7% | $6,935-81.1% |