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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 | $80,314 | $48,364+66.1% | $71,796+11.9% | $62,881+27.7% |
| Participation rate | 61.7% | 60.6%+1.1pp | 69.1%-7.4pp | 69.3%-7.6pp |
| Annual return | 8.33% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,825 | $1,042+75.1% | $1,924-5.2% | $2,281-20.0% |
| Participant deferral / active EE | $2,381 | $2,091+13.8% | $2,794-14.8% | $3,203-25.7% |
| Admin fee / account holder | $709 | $3,771-81.2% | $4,815-85.3% | $4,296-83.5% |