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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 | $37,040 | $28,624+29.4% | $53,647-31.0% | $82,637-55.2% |
| Participation rate | 57.6% | 47.3%+10.3pp | 56.3%+1.3pp | 68.1%-10.5pp |
| Annual return | 18.88% | 664.98%-646.1pp | 358.33%-339.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,439 | $637+126.0% | $962+49.6% | $2,552-43.6% |
| Participant deferral / active EE | $3,368 | $1,196+181.6% | $1,813+85.8% | $4,126-18.4% |
| Admin fee / account holder | $1,797 | $2,022-11.1% | $2,460-27.0% | $7,339-75.5% |