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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 | $54,228 | $29,670+82.8% | $56,054-3.3% | $80,911-33.0% |
| Participation rate | 42.6% | 41.7%+1.0pp | 52.5%-9.8pp | 67.6%-25.0pp |
| Annual return | 21.77% | 35.24%-13.5pp | 1705.95%-1684.2pp | 35.63%-13.9pp |
| Employer contribution / active EE | $1,043 | $670+55.7% | $1,039+0.4% | $2,756-62.2% |
| Participant deferral / active EE | $1,697 | $1,227+38.3% | $1,952-13.1% | $4,297-60.5% |
| Admin fee / account holder | $2,560 | $2,431+5.3% | $2,822-9.3% | $6,935-63.1% |