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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 | $63,950 | $48,011+33.2% | $63,803+0.2% | $82,637-22.6% |
| Participation rate | 59.0% | 66.6%-7.6pp | 72.7%-13.7pp | 68.1%-9.1pp |
| Annual return | 18.89% | 19.84%-1.0pp | 543.72%-524.8pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,252 | $1,904+70.8% | $2,532+28.4% | $2,552+27.4% |
| Participant deferral / active EE | $4,719 | $2,846+65.8% | $3,843+22.8% | $4,126+14.4% |
| Admin fee / account holder | $8,398 | $3,873+116.8% | $5,196+61.6% | $7,339+14.4% |