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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 | $56,743 | $31,105+82.4% | $53,647+5.8% | $64,097-11.5% |
| Participation rate | 66.1% | 30.7%+35.4pp | 56.3%+9.8pp | 55.2%+10.9pp |
| Annual return | 15.49% | 22.54%-7.0pp | 358.33%-342.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $731 | $441+65.9% | $962-24.0% | $1,891-61.3% |
| Participant deferral / active EE | $1,209 | $896+34.9% | $1,813-33.3% | $3,080-60.7% |
| Admin fee / account holder | $576 | $2,195-73.8% | $2,460-76.6% | $3,454-83.3% |